Our Advisers
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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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Hey. Thanks for reading this. Reading this makes you an especially important person. It means you are either a client, or perhaps want to be one. In our view that makes you the most important person in our business. We put the client at the top of the tree. The centre of our universe. Without our cl...
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Hamish joined the SHARE Hawkes Bay team in May 2016 specialising as an Insurance and Mortgage Adviser:
- Personal Insurance – Life, Trauma, Total and Permanent Disability, Income, Mortgage Protection and Health Insurance.
- Business Insurance – Shareholder Buyout Agreements,...
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I am a dedicated and experienced insurance professional with a passion for helping individuals and businesses protect what matters most. With 16 years in the finance industry, I have honed my expertise in various insurance products. I am a financial adviser and part owner of JWG Insurance Ltd, tr...
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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...
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My focus over the years has been on the family, small business and self employed sector. I achieved the New Zealand Diploma in Life insurance in 1982,but as things have changed I have been able to maintain my level of competence with the latest being the attainment of The New Zealand Certificate in ...
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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...
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Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a mor...
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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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Stephen has been working with his clients for 35 years, having started his business in July 1978. As a long-time member of the Professional Advisers Association (now part of Financial Advice NZ), he also served as a Board Member for a five year term. Claire Percy is our Operations Manager and als...
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After gaining his degree in Economics and Accounting at Canterbury University Graeme joined the life insurance and investment industry in Dunedin in 1978 and has enjoyed some 20 years in sales and senior executive roles in Christchurch, Wellington and Palmerston North before returning to his finan...
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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 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
