News & Opinion

PMG Sales & Investment team grows with increased investor interest in PMG investment funds

28 July 2017

PMG Sales & Investment team grows with increased investor interest in PMG investment funds

 

PMG’s Head of Sales & Investment Products, Matt McHardy, is a familiar voice and face to many loyal PMG investors. You may have recently heard from him on two new PMG offerings, PMG Capital and PMG
Direct Childcare Funds.

For the last two years he’s been the voice on the phone or in presentations and meetings discussing PMG’s investment opportunities.

Since joining PMG in 2015 Matt has worked tirelessly to shape and enhance PMG’s relationship management processes and services for investors, with great results.

Quickly establishing relationships, Matt has become the dedicated point of contact for investors to get information on PMG products, and has developed a robust secondary market which has significantly improved investors’ ability to liquidate their investments.

“Our recent investor surveys show that not only are our investors happier with the level of care and attention we are providing them, but that they are investing more with us more regularly than before, and we are also receiving more referrals from them,” says Matt.

“This is really humbling. Ensuring we are delivering on our promises to our loyal existing investors is the most important element of my team’s role.”

“We’re also thrilled to be placing an even greater focus on delivering exceptional, investment services to investors with the recent appointment of two new members to PMG’s sales and investment team,” says Matt.

Experienced business banking professional, Mat Harvie, (yes there are now TWO Mat(t)s in the team) joined PMG at the start of 2017 as sales and investment manager.

His role is to support the growing interest in PMG’s offerings from investors in Auckland and Northland. Based in PMG’s Auckland office in Newmarket, Mat Harvie has come from a strong corporate banking career with BNZ and ANZ, where he looked after large business clients.

Mat has a strong network of investors in the Auckland region and brings to PMG exceptional and professional relationship management skills and an in-depth understanding of financial products.

Sally Lavis also joined PMG in the Tauranga office in late 2016, as Compliance and Administration Associate, supporting Matt and Mat and specifically helping PMG investors navigate their way through the anti-money laundering requirements.

“Sally’s role is key to removing some of the pain points for investors when it comes to complying with anti-money laundering legislation,” says Matt.

Originally from South Africa, Sally spent the last decade at KPMG in Tauranga. Sally is renowned for her strong client relationship, communication, and time management skills as well her exceptional ability to multitask. Her process driven mindset makes her the perfect fit for the Compliance and Administration Associate role.

While the sales and investment team is charged with bringing in new business for PMG, the most important remit for the team is, first and foremost, to ensure our existing and loyal investors are given the first priority and care.

If you are interested in hearing more from PMG’s investment sales team about PMG Direct Childcare or any other PMG offering, please contact Matt McHardy in Tauranga on 07 929 7109 or Mat Harvie in Auckland on 09 283 0222.