Our Advisers
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Meet Liv, a passionate personal insurance adviser and a mother or three. With an extensive background in hospitality, Liv knows the importance of providing exceptional service and building strong relationships with her clients. She has a deep understanding of the challenges families face and the nee...
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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... -
Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement plann...
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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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I am a Financial Adviser and a member of Financial Advice NZ. I have been in the Insurance industry since 1992 and I am the Director of Michael White Financial Services Limited. Prior to this, I completed my Bachelor of Commerce majoring in Accounting at the University of Otago graduating in 199...
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Fergus is a Financial Adviser and has worked in the financial services sector since 1996 in roles in the United Kingdom and New Zealand. He has been an insurance adviser since 2008. His specialist area of expertise is assisting Small to Medium sized business owners and their families understand...
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Hamish joined the SHARE Hawkes Bay team in May 2016 specialising as an Insurance and Mortgage Adviser:
- Personal Insurance – Life, Trauma, Total and Permanent Disability, Income, Mortgage Protection and Health Insurance.
- Business Insurance – Shareholder Buyout Agreements,...
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Stephen has been serving clients since 1978 and is a longstanding member of the Professional Advisers Association (now part of Financial Advice New Zealand), where he contributed as a board member for five years. Based in Havelock North, Stephen provides financial advice to clients across New Zea...
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I've spent over a decade in insurance and financial services, helping clients protect what matters most—their families, health, and assets. But my path here wasn't typical. While my father was building his insurance practice—being a role model of leadership himself—I spent 15+ years in lead...
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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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Jonathan is a Financial Adviser who is based in Auckland and travels to Christchurch regularly. Jonathan has over 11 years’ experience in the financial advice profession and has a Master’s in Finance & Management and is a Certified Financial Planner, CFPcm. Prior to joining SHARE Jonathan...
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Mark has more than 30 years of high-level financial experience giving him a deep understanding of business and finance and an ideal foundation for his work as a Financial Adviser. For the past eight years Mark has been specialising as an insurance adviser. He is dedicated to learning about his cl...
Insurance 
KiwiSaver 
Investments 
Mortgages 
