Phil Congreve
Financial Adviser - FSP56261

I can arrange the funds to pay your debt and replace your income at the time of illness, surgery, traumatic illness or death. My focus over the years has been on the family, small business and self employed sector.

I achieved the New Zealand Diploma in Life insurance in 1982,but as things have changed I have been able to maintain my level of competence with the latest being the attainment of The New Zealand Certificate in Life, Health and Disability insurance in 2023.

Where I can’t assist with matters outside of my qualifications I will refer you to suitably qualified people who can advise in the areas of mortgage lending Savings and Wealth Management including KiwiSaver, Wills, Powers of attorney ,Trusts and Fire and general Insurance.

I am married to Catherine and we have 4 adult children, all married and living within a 100 K of our home in Heretaunga, Upper Hutt. All of our married life has been spent in the Upper Valley with our involvement spanning the school and children’s interests in the early years. Involvement within the community consisted of being a member and chairman of both School and Parent and Friend Committees. In the wider community Lions club membership, Board and Chairmanship of the Home of Compassion (Silverstream), various fund-raising activities for Te Omanga Hospice and Relay for Life and driving patients for the Cancer Society. My interests these days are golf, grandchildren and travel