Our Advisers
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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...
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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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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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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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Peter has been assisting clients since 1994 and loves helping clients to grow and protect their wealth. Peter graduated with MA (Hons) from Victoria University of Wellington in 1992. Peter is a financial adviser and meets the ongoing education requirements of the Financial Markets Authority. ...
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Claire McArthur Specialist Home Loan & Mortgage Adviser I began my journey in financial services in 2008, joining a major bank as a teller. Fast forward 10 years and I was looking after a portfolio in business banking as a Commercial Manager. With a love o...
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John is proud to have been in the insurance industry since 1999, providing peace of mind to his many clients with an ethos of long-lasting relationships and always acting in the clients’ best interests. He holds his Level 5 Certificate in Financial Services. As a founding Director of Paragon ...
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Richard’s sole driver is to help people get ahead by growing wealth, reducing debt, and protecting their families. “I am here to help you get to where you want to go. It is all about having the right investments in place to accumulate wealth, and the right insurances so that if you get thrown... -
Hayley is a seasoned financial services professional specialising in insurance for self-employed business owners, tradespeople, and professionals since 2005. Her expertise lies in crafting tailored insurance solutions to address unique client risks in personal and business domains. What distinguishe...
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Lewis joined the insurance industry in August 2023 to develop a career in the financial advice sector with a focus on helping future generations make smarter financial decisions. Lewis’s background was in banking and more recently as a small business General Manager, so he brings both financial...
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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... -
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...
Insurance 
Mortgages 
KiwiSaver 
Fire & General 
Investments 
