Dunedin

Richard’s sole driver is to help people get ahead by growing wealth, reducing debt, and protecting their families.

“I am here to help you get to where you want to go. It is all about having the right investments in place to accumulate wealth, and the right insurances so that if you get thrown a curve ball, we can help pick up the pieces.”

Richard has been in financial services since 1983, and an adviser since 1990. He helped set up SHARE nationwide in 2008 and has been Chairman of the Board since 2009.

And after all that time he still gets a buzz hearing someone is doing well. He loves to meet people and understand their specific situation. With no two clients the same he wears a different hat for every appointment.

“They come from all walks of life. I go from talking to long-established farming families to new couples buying their first homes. I also work with retirees who still have investment funds that need to be managed.”

And while no one wants to think the wheels are going to fall off it does happen. Richard says advising people on the right insurances and being there for them during the tough times is often the best part of the job.

“When the worst is happening it is a good feeling to know you can help to make things a bit easier. It is a really tangible part of what we do and the bit where clients can see real value.”

Richard’s growing team is based in Dunedin and serves the Otago/Southland area. “We have got such a fantastic team. They are fierce advocates for their clients, they are loyal, efficient and they care about getting the best outcomes. Quite frankly I would be lost without them!”

Richard enjoys time with family, good food, lots of fun, travel, cycling and walking, and especially Wanaka. He gives back by being on committees and boards in both the community and in the industry.

Contact Richard today to see how he can help you accumulate wealth, reduce what you owe and look after your family or business as it grows.

richard.thomas@sharenz.com