Our Advisers
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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...
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Josh is a Financial Adviser specialising in personal insurances and KiwiSaver. His focus is ensuring that his current and new clients are informed and educated along the advice giving process. Josh has been running his business for 4 ½ years and as a younger adviser in his field is in it for the lo...
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I’ve experienced insurance first hand in my personal life and that has played a vital part to where I am today. The passion I have for my faith, friends, and my family, both as a husband and a father, has led me to excel in this ever-evolving People industry of insurance. So I’ve made the dec...
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specialising in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
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Jim has been in the financial service industry for 21 years. He was a builder for 26 years before Jim started in financial services. It is during this time that he learned how to get on with people and use common sense to help solve their problems. Working in collaboration with his clients, Jim help...
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Colin has been in the financial service industry for over 35 years, initially starting out within the banking sector for 16 years where he gained an excellent understanding of the financial world, and increased his knowledge and professional aptitude. Colin is a level 5 qualified Financial Adviser. ...
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Guy is a Financial Adviser based in Hastings, Hawkes Bay. He has been an adviser for 35 years and has been with SHARE since April 2016. He has a Law Degree from Otago University and is a qualified Lawyer and an Associate member of the NZ Law Society. He is a member of Financial Advice New Zea...
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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 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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Martin has owned and operated his own mortgage advisory and financial service business since 1989. Prior to this he worked for ten years in the finance industry including holding senior positions with General Finance and AGC in New Zealand and Alex Lawrie Factors in England. He was an inaugural memb...
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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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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...