Our Advisers
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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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Peter has been assisting clients since 1994 and loves helping clients to grow and protect their wealth. Peter graduated with MA (Hons) from Victoria University of Wellington in 1992. Peter is a financial adviser and meets the ongoing education requirements of the Financial Markets Authority. ...
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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... -
Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a mor...
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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 fin...
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Graeme began his career in Australia in 1988 and 6 years later he returned to New Zealand where he has since successfully established and grown on his business Graeme Shanks Limited t/a SHARE in beautiful Mount Maunganui. He has been involved within the Insurance industry for over 30 years. An Autho...
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I joined the SHARE in February 2026 as a Financial Adviser. My professional background includes more than four years in the social services sector in both Christchurch and Whangārei. Prior to joining SHARE, I worked as an Underwriter at Suncorp New Zealand, providing support to a broad range of adv...
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Mike has over 30 years’ experience in the financial services industry. He has been a financial adviser specialising in Mortgages and Personal Insurance for more than 20 years having previously worked for a bank. He is committed to finding his clients the best possible mortgage solutions to suit...
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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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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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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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Claire McArthur Specialist Home Loan & Mortgage Adviser I began my journey in financial services in 2008, joining a major bank as a teller. Fast forward 10 years and I was looking after a portfolio in business banking as a Commercial Manager. With a love o...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
