Our Advisers
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I am a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed for mo...
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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 have always been passionate about equipping my customers with the right knowledge, insights, and tools to empower them to make informed decisions aligned with their financial goals. It matters deeply to me that they feel in control of their financial journey, whether that involves accessing debt f...
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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 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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I have been in the financial services industry, and SHARE, since 2025. I specialise in helping individuals and business owners navigate their risks through personal insurance, as well as investment and KiwiSaver. I am a Financial Adviser, committed to providing clients with bespoke advice with a ...
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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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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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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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Hey there! I’m Todd Allan – Financial Adviser. My life insurance journey began in 2002 when I stumbled upon it whilst finishing my Diploma in IT. Little did I know over 20 years later I’d become a huge advocate for the support the industry provides to the people of New Zealand. I’ve been ...
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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...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
