Dunedin

Josh is a Financial Adviser specialising in personal insurances and KiwiSaver. His focus is ensuring that his current and new clients are informed and educated along the advice giving process. Josh has been running his business for 4 ½ years and as a younger adviser in his field is in it for the long hall, here for the long term for his clients.

He is often complimented on his ability to explain insurance and to do so in a way that is both enjoyable and easy to understand. It is a passion for Josh to create suitable insurance solutions for clients that match their situation, expectations and personal risk factors.

Josh has a double degree, a Bachelor of Commerce and a Bachelor of Physical Education at Otago University. He utilises his experience in his studies when learning about the differences between insurance policies and how they in turn effect his clients.

Josh is passionate about creating a significant and positive impact on the lives of his clients, realising the importance of uncovering what risks they are exposed to and how to protect against them.
Josh has agencies with all major insurance providers and puts forward fit for purpose solutions for his clients based on research and individual consideration.

Physical Address:
Level 6, John Wickliffe House, 265 Princes Street, Dunedin