Our Advisers
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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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Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
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Tracey has been a Financial adviser since 2002, specialising in Risk Insurance Protection for individuals and families as well as providing risk solutions for Business Partners. Her area of expertise is in Personal and Business Risk Insurance and now more recently Microbusiness Risk Management. This...
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I am a Financial Adviser with over 20 years experience and are deeply passionate about helping clients protect what’s important to them and assisting in their wealth creation. Having completed previous roles as a self employed broker, within Life companies and the BNZ, I am perfectly positioned ...
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Since transitioning from a successful professional rugby career both in New Zealand and overseas, Gareth has spent the last 13 years in senior leadership and advisory roles within the life and general insurance sector. Based in Auckland, Gareth is married to Stacey, and together they have two young ...
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Steve joined the insurance industry in the late 1990s and continues to enjoy both working with clients and provides mentorship and support to younger Advisers. Steve completed his Level 5 Certificate in Financial Services in 2011. You may wonder why he remains in the industry so long…..when as...
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Guy is a Financial Adviser based in Hastings, Hawkes Bay. He has been an adviser for 35 years and has been with SHARE since April 2016. He has a Law Degree from Otago University and is a qualified Lawyer and an Associate member of the NZ Law Society. He is a member of Financial Advice New Zea...
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I have been in the insurance industry since September 1989 when I began with National Mutual based in their office in Coastland Mall, Paraparaumu. I specialise in helping self-employed tradesmen/women manage their risks through business and personal insurance products as well as helping them to util...
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Lewis joined the insurance industry in August 2023 to develop a career in the financial advice sector with a focus on helping future generations make smarter financial decisions. Lewis’s background was in banking and more recently as a small business General Manager, so he brings both financial...
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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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Hey there! I’m a Level 5 Qualified Financial Adviser with SHARE based in Hawkes Bay. I have been in the Insurance Industry for over 17 years in various roles from Business Development Manager to Adviser. During my time in the corporate space, I’ve been fortunate to have experience assisting w...
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Since starting in the Insurance industry in 2015, I have worked with families and business owners to protect what matters most to them. Spending time both working directly with clients and at an insurer, I have gained knowledge and insight to get the best outcomes available. I’m Dunedin born an...
Insurance 
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KiwiSaver 
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