Our Advisers
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Taylor Cumberland Specialist Personal and Business Insurance Adviser Level 5 certificate in Life, Disability and Health Insurance I have been in the financial service industry since the start of 2025 where I joined Josh Cuttance’s business in Dunedin to sharpen ... -
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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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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I am a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed for mo...
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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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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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I started my career in the financial services industry in 2024 where I worked with the team from SHARE NZ - The Advisory. Starting out as adviser support and now stepping into my role as an adviser. This gave me great experience to learn on the job and hone my skills before stepping into an advising...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
