Our Advisers
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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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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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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... -
James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
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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'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...
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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. ...
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I am a Financial Adviser with over 20 years experience and are deeply passionate about helping clients protect what’s important to them and assisting in their wealth creation. Having completed previous roles as a self employed broker, within Life companies and the BNZ, I am perfectly positioned ...
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Mark Woolford is a Financial Adviser. Mark is a Risk Specialist and has been in the in industry since 1991. After having 12 months out of the Financial Services industry, Mark has joined SHARE eager to assist business owners and professionals with all their insurance needs. At age 30, Mark initia...
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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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Steve joined the insurance industry in the late 1990s and continues to enjoy both working with clients and provides mentorship and support to younger Advisers. Steve completed his Level 5 Certificate in Financial Services in 2011. You may wonder why he remains in the industry so long…..when as...
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I am a Financial Adviser and a member of Financial Advice NZ. I have been in the Insurance industry since 1992 and I am the Director of Michael White Financial Services Limited. Prior to this, I completed my Bachelor of Commerce majoring in Accounting at the University of Otago graduating in 199...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
