Financial Adviser, Bay of Plenty/Waikato
Commercially grounded financial advice for business owners who value straight answers. Diana McIntyre is a Financial Adviser with Velocity Financial, working in the Bay of Plenty & Waikato, who works with business owners who want clear, practical advice, without the jargon or fluff. Diana brings real‑world commercial expertise to every client conversation. She has founded and sold an engineering business, worked alongside civil engineering and quarry operations, invested and traded in property, and supported the management and wind‑up of trusts and estates. This hands‑on background means she understands how businesses really run, and the financial and personal pressures business owners often carry behind the scenes. Known for her direct, pragmatic approach, Diana cuts through complexity and gets to what actually matters. She has a knack for making big financial decisions feel clear and manageable, helping clients navigate investments, KiwiSaver, insurance, and business structures by asking the right questions and focusing on what will genuinely move the needle. Diana is particularly strong at helping clients think ahead. She works with business owners to understand risk, plan for different scenarios, and put robust, future‑proof frameworks in place. Her advice is grounded, strategic, and firmly focused on long‑term outcomes. Diana works with business owners across the Tauranga region who value straight‑talking advice, commercial insight, and confidence about their financial future.