Family legacy meets fresh perspective: Alistair Bean & Associates – Financial Advisers
A well-known local financial advising firm is keeping it in the family.
There’s a new face stepping into the spotlight at Christchurch firm Alistair Bean & Associates – Financial Advisers.
Alistair’s daughter, Jordan Bean, who has been an integral part of the firm since its beginnings in 2013, has now officially joined the ranks as a qualified financial adviser.
Recently completing her New Zealand Certificate in Financial Services, specialising in investment portfolios and KiwiSaver, Jordan now brings her finely-tuned expertise directly to clients – helping them navigate their financial future with clarity and confidence.
Her path back to the firm has been a meaningful one. After four years in Otago completing her tertiary education, Jordan returned to Ōtautahi with a clear goal in mind: to build a long-term career in the world of financial advice. It’s a natural fit – not just because of her deep familiarity with the business, but also her intuitive understanding of client needs.
“Jordan is already very well known amongst our current clients,” says Alistair. “She’s built a reputation for her warm, approachable style and her ability to put people at ease when talking about their investments and future goals. She’s a fantastic guide through what can sometimes feel like unfamiliar territory.”
Now, as a fully registered adviser, Jordan will be supporting clients with portfolios from $100,000 and up, as well as KiwiSaver clients of any size.
Her particular passion? Helping younger clients plan through life’s financial stages – from buying a first home to preparing for retirement – and making introductions for more specialised financial needs where required.
It’s a proud milestone for both Jordan and the firm, a blend of fresh perspective, professional rigour, and family legacy. For clients old and new, it’s a great time to have a conversation about your financial future.
Appointments with Jordan are now open. Contact her directly at jordan@abafs.co.nz or phone 027 226 6579.
