Jo Choat
Financial Adviser
Jo joins us with 23 years’ experience as an independent financial adviser. Fuelled by a passion for helping people achieve their dreams, Jo’s focus is always about doing the right thing for her clients. She specialises in KiwiSaver, mortgages and budgeting.
For Jo, work is all about the people. She gets a kick out of knowing she’s made a difference and helped her clients become more financially aware. It’s what gets her out of bed in the morning.
In her spare time, Jo sings in a choir, rides her bike and, true to her friendly people-person nature, spends a lot of time socialising. If she wasn’t working in finance, Jo says she’d be travelling the world and meeting new people – or she’d open a homeware shop.
jo@cavefinancial.co.nz
