Our Advisers
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specialising in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
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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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Jarrad Booyens Financial Adviser – Personal Insurances and Investments I have been in the financial services industry since 2012 where I started my career at the BNZ. I have a passion for financial literacy and helping people understand financial products be...
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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... -
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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I joined the financial services industry in 2019 following a claim I had made on my own insurance policy. At this time, I saw the value in having the correct insurance policy in place to ensure the financial stability of my family during an unexpected event and I wanted to do my part to ensure other...
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Elaine believes that working with people in the role of a trusted adviser is a privilege. With an easy-going style, she will get to know you by listening carefully to your story and by working together, will support you to make sound wealth management and financial planning decisions to suit your ...
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I started my career in the financial services industry in 2024 where I worked with the team from SHARE NZ - The Advisory. Starting out as adviser support and now stepping into my role as an adviser. This gave me great experience to learn on the job and hone my skills before stepping into an advising...
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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 have worked in the insurance industry for over 11 years, initially in an adviser support role where I assisted clients on a daily basis and developed a strong foundation in providing reliable, client-focused service. I have since moved into an Adviser role and hold a Level 5 Certificate in Financi...
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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... -
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...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 