Our Advisers
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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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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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Mark has more than 30 years of high-level financial experience giving him a deep understanding of business and finance and an ideal foundation for his work as a Financial Adviser. For the past eight years Mark has been specialising as an insurance adviser. He is dedicated to learning about his cl...
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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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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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Since transitioning from his successful professional rugby career both in NZ and overseas, Gareth has worked in a number of senior leadership and adviser roles in the life and general insurance sector over the last 13 years. Based in Auckland, Gareth is married to Stacey, and they have two young c...
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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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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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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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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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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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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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Mortgages 
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