Our Advisers
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Melanie is not your typical Financial Adviser having spent over 3 decades in Tax & ACC and a decade as a Property Investor and running Body Corporates. Melanie completed the relaunched NZCFS L5 in Risk, Residential Lending and Investments including Managed Funds and KiwiSaver strands. She...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ...
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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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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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Amanda is passionate about Insurance, and the peace of mind that comes from good advice. At a crucial stage in her life, a family tragedy reinforced the importance of having the right insurance cover in place, and the difference Insurance can make when the worst happens. Her passion was truly bor...
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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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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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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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Andy has been in the insurance and financial services industry since 1996. Starting his working life as a Fitter Welder he then used these skills working in Papua New Guinea and moved into management. On return from overseas he was offered an opportunity in Life insurance and works with his bu...
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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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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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Hayley is a seasoned financial services professional specialising in insurance for self-employed business owners, tradespeople, and professionals since 2005. Her expertise lies in crafting tailored insurance solutions to address unique client risks in personal and business domains. What distinguishe...
Insurance 
Investments 
Mortgages 
KiwiSaver 
Fire & General 
