Our Advisers
-
Meet Liv, a passionate personal insurance adviser and a mother or three. With an extensive background in hospitality, Liv knows the importance of providing exceptional service and building strong relationships with her clients. She has a deep understanding of the challenges families face and the nee...
-
Since starting in the Insurance industry in 2015, I have worked with families and business owners to protect what matters most to them. Spending time both working directly with clients and at an insurer, I have gained knowledge and insight to get the best outcomes available. I’m Dunedin born an...
-
Graeme has been in the Financial Services industry for over 50 years and brings a wealth of knowledge and experience to the industry with his speciality areas of both personal and business insurance and KiwiSaver. Graeme also has a number of clients that he works within the General Insurance area...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Since transitioning from a successful professional rugby career both in New Zealand and overseas, Gareth has spent the last 13 years in senior leadership and advisory roles within the life and general insurance sector. Based in Auckland, Gareth is married to Stacey, and together they have two young ...
-
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 
KiwiSaver 
Investments 
Fire & General 
Mortgages 
