Dunedin

I’ve been working in the Financial Services Industry for over 25 years, and I’ve had the opportunity to work with three of the big four banks in various roles, with a focus on home ownership in my last position. As your adviser, I’m really passionate about listening to you and understanding your financial goals so I can offer tailored solutions that best suit your individual needs.

In my opinion, building relationships with clients is key to providing great financial advice. I’m excited to offer you a comprehensive wraparound service to protect your greatest asset – your ability to earn an income – while making the biggest purchase of your life – a home.

When I’m not working, I love to spend time with my family and our spoodle. I also enjoy hanging out with friends, listening to podcasts, and watching a really good series. Recently, I’ve added cycling to my list of interests, and I’m loving it.

So, why choose me for your Financial Advice?

Under the SHARE umbrella, you only need one adviser for all your home loan and personal risk protection needs.

My extensive experience in residential home, investment property, and construction lending, along with my commercial banking background, gives me a unique perspective on the industry.

As a Financial Adviser, I offer you solutions for both lending and personal risk insurance, including life, trauma, health, income, and mortgage protection. With access to a wide range of banking and insurance providers, you can be sure that the solutions I offer will be the best fit for your needs.

As your intermediary, I am here for you every step of the way. I can help you understand how to use your KiwiSaver for your first home, review your fixed-rate options, and make sure you understand the importance of insurance. We all need a Plan A.

Above all, I am committed to building strong client relationships by listening to you, understanding your needs, and offering solutions that will empower you to make informed decisions.

Choose me – Sharn from SHARE as your Financial Adviser, and let’s work together to secure your financial future.