All about Camelot.

Camelot is a group of New Zealand's leading financial advisory businesses partnering with Tranzact Financial Services a subsidiary of Grosvenor Financial Services Group.

Camelot is a nationwide partnership including almost 50 financial planners with combined experience of over 400 years who are committed to delivering professional service, business growth and best practice within the financial planning industry.

Already, with funds under management in excess of one billion dollars and insurance protection covering more than 50,000 clients, Camelot is on the way to becoming the largest financial advisory group in the industry.

Camelot is an authentic story in a low trust world. In the current financial climate, clients and potential clients have become increasingly cautious, even suspicious and they lack confidence when it comes to seeking financial advice. In today's investment climate the 'good guys' need to stand up and be seen. The public needs to be aware that there are financial advisers who will do the right thing by them, are around for the long haul, and offer their investment advice with complete integrity.

Camelot is about traditional values, those values that are often strained in modern day society. Potential investors need to be aware that there are still investment opportunities available with the right, well researched professional advice. By focusing on Camelot's core values of trust, honesty, safety and nobleness, we aim to build the Camelot brand and make the name synonymous with investor confidence and financial success by espousing to:

protection of life and wealth
duty of care
referability
honesty and integrity
making a positive gesture to modern day society through philantropy
fiduciary responsibility.

Camelot is a journey. Camelot is the destination. This is where you as a client wish to strive for and professional financial advisers can help you achieve your goals and aspirations by being your Financial Partners for Life.

Rede Advisers Limited

Rede Advisers Limited (previously HFK (Rutherford Rede) Ltd) is a private, limited liability company providing comprehensive financial planning advice. It has been in business since November 2003 and is one of the Christchurch partners of the ‘Camelot’ brand, a leading national group of financial planners and investment advisers. Prior to the formation of this company, Stephen was a director and shareholder of Rutherford Rede (Christchurch) Ltd for ten years.

“Rede” is an old-English word meaning:

to prepare a plan or method,
to set in order and arrange,
to give counsel and advice, and
to take care of and protect.

Why use a Camelot Adviser?

Your Camelot Adviser is able to provide you with a comprehensive range of financial services. The standards which Camelot adhere to include:

Members of professional associations
All advisers are members of professional associations.
Follow the best practice
All advisers are required to follow the "best practice" procedures set by the Board of Camelot, whose role is to protect and enhance the reputation of Camelot, as well as the interests of clients.
Continuing education
All advisers are required to meet continuing education requirements to keep abreast of new developments in the financial markets
Servicing their clients
All advisers are required to adopt new technology and use it to maximise operational efficiency in servicing their clients.
Competitive
Fees charged by advisers are competitive.

Our People

Stephen C Benton AFA, CFPCM, CLU, D.Bus.Stud (PFP end) Director FSP No. 21401 Direct Dial: (03) 964 4209 Mobile: 027 205 2130 Email: steve_benton@camelotgroup.co.nz Primary Disclosure Statement Secondary Disclosure Statement
Michael Shears AFA, CFPCM, CLU, B.Com, G.D.Bus.Stud (PFP end) Director FSP No. 19761 Direct Dial: (03) 964 4222 Mobile: 021 310 241 Email: michael_shears@camelotgroup.co.nz Primary Disclosure Statement Secondary Disclosure Statement
Jasmine Murphy B.Com Client Services Administrator Direct Dial: (03) 964 4208 Email: jasmine_murphy@camelotgroup.co.nz

Stephen C Benton
Steve studied law at Canterbury University before entering the finance and banking industry in 1982. He specialised in business and corporate finance, serving in a variety of executive management roles for a leading multinational financial institution.

Steve joined Rutherford Rede in January 1992 and now has almost 30 years experience in the finance and investment profession. He has gained extensive knowledge and expertise in Government Superannuation Fund and National Provident Fund analysis.

He earned a Graduate Diploma in Business Studies (endorsed in Personal Financial Planning) from Massey University in 1995 and achieved the CFPCM designation in 1997 - a designation recognised internationally as the highest available within the profession; and the Chartered Life Underwriter (CLU) designation in 2010. He is a practicing member of the Institute of Financial Advisers (IFA) and accordingly is bound by the IFA code of ethics, character, business undertakings, education, experience, practice, disclosure and disciplinary standards contained in the IFA Code of Ethics and IFA Practice Standards. Steve is an Authorised Financial Adviser under the new financial adviser regulations.

Steve is a director of Rede Advisers Ltd and is also a director of Grosvenor Financial Services Group Ltd, a leading provider of financial services to the financial advisory profession in New Zealand and Australia. His legal and corporate finance background has assisted Steve in building a very successful business with strong relationships with the legal and accounting profession and with human resources companies specialising in restructuring and outplacement. Steve was the 2010 (joint) Grosvenor Adviser of the Year.

Michael Shears
Michael graduated from Canterbury University in 1994 with a Bachelor of Commerce degree, majoring in Accountancy. He commenced in the financial/trustee profession in 1996, specialising in the provision of estate planning and financial advice to individuals, trusts and estates.

In 2001, Michael completed a Graduate Diploma in Business Studies (endorsed in Personal Financial Planning) from Massey University. He achieved the Certified Financial PlannerCM designation in 2004 and the Chartered Life Underwriter (CLU) designation in 2010. Michael is an Authorised Financial Adviser under the new financial adviser regulations.

Michael joined Rede Advisers Ltd in April 2007 and became a shareholder and director in November 2007. His 14 years of professional experience in the trustee, financial and investment industry has been based on building long term relationships with clients as well as the legal and accounting profession.

Michael was the 2008 and the 2010 (joint) Grosvenor Adviser of the Year, and is one of a select group of adviser representatives on the Adviser Investment Committee for Grosvenor Financial Services Group Ltd.

Jasmine Murphy
Jasmine worked and lived in Hawaii for over 10 years and returned back to her home town of Christchurch in 2006. On her return to Christchurch, Jasmine spent five years working with a team of Surgeons at the Canterbury District Health Board whilst pursuing her study. She graduated in 2010 from the University of Canterbury with a Bachelor of Commerce degree, majoring in Finance.

Jasmine first entered the finance and banking industry in 2003 where she worked in the fraud department of Bank of America in Arizona. Whilst she enjoyed her time and experience working with the bank, Jasmine’s real interest and ambition is within the financial advisory profession.

Jasmine joined Rede Advisers Ltd as the Client Services Administrator and the PA for both Steve and Michael in June 2011. She provides the administrative and client service functions for existing clients and is the first point of contact for clients when communicating with the office.

Jasmine’s goal is to pursue a financial advisory role with Rede Advisers in the future.