Our Advisers - Auckland
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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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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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Mortgage & Home Ownership Adviser With over 10 years of experience in the banking and financial services industry, including the past 5.5 years as a Home Ownership Specialist, I have had the privilege of helping many New Zealanders achieve their property goals. My passion lie...
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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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Cathy is a Certified Financial Planner (CFPCM) with more than 20 years’ experience in the financial sector across New Zealand and South Africa. Based in Tauranga, she works with clients throughout the upper North Island and regularly travels between Tauranga, Auckland, an...
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Aaron brings over 20 years of experience in the insurance industry, where he has developed a deep understanding of risk management and client-focused advice. His career is built on a foundation of preparation and strategy, guiding him to deliver meaningful and practical solutions for his clients. ...
Insurance 
Mortgages 
KiwiSaver 
Investments 