Our Advisers
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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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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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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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Malcolm has over 25 years of experience within the insurance industry. His professional knowledge, excellent communication skills, understanding ability and gentlemanly conduct allows him to tailor insurance financial advice to his many different client’s. Creating insurance portfolios and specifi...
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With more than 20 years of experience in the financial services industry across Wellington and Hawke’s Bay, including previous experience as a business owner, Nicky brings industry knowledge, professionalism, and a genuine passion for helping people protect what matters most. Since 2023, Nicky ... -
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. A Financ...
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Michelle is not your typical Financial Adviser. With over two decades of experience in the insurance world, she's a master at both protecting and growing her clients' wealth. As a proud member of Financial Advice NZ, Michelle is dedicated to delivering exceptional service and expertise. Having ea...
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Neale has over 20 years of experience in the life insurance industry, most recently as a Business Development Manager, where he partnered with financial advisers to help grow and strengthen their businesses. Driven by a genuine passion for helping people, he enjoys providing clients — from familie...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 
