Our Advisers
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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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Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a mor...
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Since transitioning from a successful professional rugby career both in New Zealand and overseas, Gareth has spent the last 13 years in senior leadership and advisory roles within the life and general insurance sector. Based in Auckland, Gareth is married to Stacey, and together they have two young ...
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Tracey has been a Financial adviser since 2002, specialising in Risk Insurance Protection for individuals and families as well as providing risk solutions for Business Partners. Her area of expertise is in Personal and Business Risk Insurance and now more recently Microbusiness Risk Management. This...
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Melissa Popely, Specialist Mortgage Adviser I have been in the financial services industry since 2022. I specialise in helping you achieve your home ownership goals, whether you are a first time home buyer or looking to purchase an investment property. I have an easy to understand approach w...
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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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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 ...
Insurance 
Investments 
Mortgages 
KiwiSaver 
Fire & General 
