Our Advisers
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Sonya has been a financial adviser since 2000, running her own mortgage and insurance advisory business for 22 years. Now specialising in risk insurance, Sonya enjoys helping clients protect their family and assets by delivering expert advice. Sonya was a board member of the New Zealand Mortgage ...
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John is proud to have been in the insurance industry since 1999, providing peace of mind to his many clients with an ethos of long-lasting relationships and always acting in the clients’ best interests. He holds his Level 5 Certificate in Financial Services. As a founding Director of Paragon ...
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I am a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed for mo...
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I have been helping clients create and protect wealth since 1982. Together you and I put in place a programme of insurance and/or investment that does what you need it to do. This means it provides outcomes for you that allow you to relax in the knowledge your investment and insurance problems are s...
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Michelle is not your typical Financial Adviser. With over two decades of experience in the insurance world, she's a master at both protecting and growing her clients' wealth. As a proud member of Financial Advice NZ, Michelle is dedicated to delivering exceptional service and expertise. Having ea...
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James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
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Malcolm has over 25 years of experience within the insurance industry. His professional knowledge, excellent communication skills, understanding ability and gentlemanly conduct allows him to tailor insurance financial advice to his many different client’s. Creating insurance portfolios and specifi...
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I provide stress-free Insurance and KiwiSaver solutions for everyday hardworking Kiwis. As a Financial Adviser and Director of The Advisory Ltd (trading as SHARE), I tailor strategies that protect what matters most and help clients build a secure financial future. I believe financial advice is...
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Taylor Cumberland Specialist Personal and Business Insurance Adviser Level 5 certificate in Life, Disability and Health Insurance I have been in the financial service industry since the start of 2025 where I joined Josh Cuttance’s business in Dunedin to sharpen ... -
Peter Leitch is a Financial Adviser and Director with SHARE, based in Wellington. He has been advising clients since 1994, working closely with individuals and families to help grow and protect their wealth through tailored investment and insurance solutions. Peter is known for his steady, relati...
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I have been in the financial services industry, and SHARE, since 2025. I specialise in helping individuals and business owners navigate their risks through personal insurance, as well as investment and KiwiSaver. I am a Financial Adviser, committed to providing clients with bespoke advice with a ...
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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 lo...
Insurance 
Investments 
KiwiSaver 
Fire & General 
