Who We Are.

Locally raised and educated at Whangarei Boys’ High School, Jarrod returned to Whangarei with his family in 2011 after 8 years working for Macquarie Bank in Sydney and Hong Kong. Whilst abroad, he gained licenses to trade equities (shares) and futures in Australia and Hong Kong. Jarrod became a Partner and the Managing Director in 2020. Since joining Yovich & Co, he has developed our personalised portfolio management service and refined our advice process, especially around more complex structures, such as Family Trusts. He has a strong focus on promoting long-term intergenerational wealth, ensuring that families are taken care of well into the future.

Since 2018, Nathanael McDonald has developed the expertise and passion to partner with you at any stage of your life and investing journey. Holding a BBA with a double major in Finance and Agribusiness, Nathanael brings a wealth of knowledge to his role at Yovich & Co Wealth Management. Raised in South Waikato with a background in dairy farming, Nathanael understands the value of hard work, integrity, and the challenges posed by economic cycles. He is dedicated to focusing on your values and goals through Personal Portfolio Management, individual share selection, KiwiSaver, or Managed Funds.

Rajat is a qualified Financial Adviser with a robust background in finance. With a wealth of academic accomplishments, including an MBA in finance and business economics, a PgDip in applied finance, and a BBA, Rajat's academic achievements are complemented by practical experience, making him a well-rounded expert. He specialises in using quantitative techniques to leverage optimal solutions for clients' investment portfolios.

Daniel, born and raised in Whangarei, has cultivated strong ties to Northland, where he has spent most of his life and attended Pompallier College. Since 2019, he has worked in the Financial services sector, holding positions at the Bank of New Zealand and ASB Private Banking, serving clients from all spheres of life, including High-Net Worth individuals. As a qualified Financial Adviser, Daniel is currently furthering his expertise through additional studies. He looks forward to guiding clients in building wealth through personalised advice and investment strategies.