Rod is a highly regarded financial adviser who has been working in the financial services sector since 1994, and who has owned his own advisory firm since 2000. His experience and specialist...

Mike started in the insurance industry in 2008. Prior to this he was working as a Youth Pastor on the North Shore. Mike thrives on building strong relationships and enjoys delivering tailored...

Dave comes with a successful business career in engineering contract and commercial management and a MBA business degree.These skills transfer well into understanding what it takes to protect families from personal risk...

Richard was educated at St Pauls College and Auckland University. Following university he joined the RNZAF as a navigator and attained the rank of Squadron Leader. After serving his commission, Richard was...

Roy Norris has over 25 years experience in the financial services sector. Based in Auckland, he specialises in working primarily with the professional market and SMEs. He provides business assurance (business risk...

Paul has had 25 years’ experience within the insurance sector providing advice to mums and dads, SME’s and the corporate environment....

James has over 16 years' experience in the financial services sector. Based on Auckland's North Shore, he provides personal and business insurance solutions and has gained a reputation as an enthusiastic...

Steve is a highly regarded financial adviser who has gained a reputation as enthusiastic and hardworking, and someone who achieves outstanding results for his clients. Steve provides personal and business insurance...

Fiona is an experienced insurance Advisor who has specialised in agribusiness providing personal and business insurance to the rural sector; primarily to farmers, farm contractors and rural businesses. Although she is based...

David Jochem is a Registered Financial Adviser with more than 17 years experience in the financial services sector serving the rural sector, SMEs, families and high-net-worth individuals in Canterbury and Palmerston North....

Rob began his career in financial services in 1998 in Christchurch and is now based in Rangiora. A Registered Financial Adviser, Rob provides personal and business insurance and financial advice to...

Ross has been in the insurance industry since 2007. Ross thrives on the challenge of helping people identify their insurance needs. He has a philosophy of excellent client service and...

Lyndal began her career in insurance in 1987 in the fire and general sector, subsequently moving into health insurance. In 2001, she established her own insurance brokerage in Queenstown, offering a...

Tim Oliver is an Authorised Financial Adviser (AFA) with eight years experience in the financial services sector. Based in Dunedin he has built a business looking after the needs of families and...

Tony Chave is an Authorised Financial Adviser (AFA) with over 30 years experience in the financial services sector. Based in Dunedin, he specialises in working with self-employed people, small business owners and...

Fiona is an experienced insurance Advisor who has specialised in agribusiness providing personal and business insurance to the rural sector; primarily to farmers, farm contractors and rural businesses. Although she is based...

Jason understands business; he has been in business as an importer and retailer with outlets in Hamilton and Tauranga before establishing his insurance broking firm. He combines this experience with six years...

Don Stewart has been involved in the insurance business for over 40 years. He is the founding principal of Stewart Financial Group in Hastings....

Grant was educated at Southland Boys High School and has lived and worked in Southland most of his life. Grant now resides in Queenstown. He began his working career at the...

Steve was educated at Southland Boys High School, studied management and accounting at Otago University, and has lived and worked in Southland all his life....

Dave has over 40 years' experience as a financial adviser. Based in Invercargill, where he has lived and worked since 1976, he provides risk insurance and mortgage brokerage services to a...

Brett has 15 years' experience as a financial adviser. Brett provides personal and business financial risk solutions incorporating the use of life insurance, income protection, disability, trauma and health insurance, and...

Chris is managing director of Chris MacKay Financial Planning (CMFP). With over three decades of experience as an investment and insurance adviser, Chris is widely recognised as one of the country’s...

Ian has 30 years experience as a Financial Adviser. His wealth of experience and a genuine interest in people have resulted in him becoming a ‘trusted adviser’ to his clients for three...

Blair has over two decades experience in the financial services sector. A former banker, he is not only well qualified to provide investment and insurance advice, but also specialises in advising on...

Chris specialises in KiwiSaver, retirement planning, investment and risk insurance including life and health insurance. A ‘people person’, he particularly enjoys helping people secure their longer term financial planning objectives...

George has been working in the financial services industry since early 2016 and provides insurance advice and "class advice" on KiwiSaver plans....

Alan Bradnock has over two decades of experience in the financial services industry. This kind of experience comes with a huge pool of industry specific knowledge which he combines with a genuine...

Nelson-based financial adviser and insurance broker Mark Sheehan has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey...

Alan Bradnock has over two decades of experience in the financial services industry. This kind of experience comes with a huge pool of industry specific knowledge which he combines with a genuine...

Peter has over 17 years experience in the financial industry and has gained considerable knowledge and experience in a wide range of other industries and disciplines....

Nelson-based financial adviser and insurance broker Mark Sheehan has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey...

Peter Ogilvie is an Authorised Financial Adviser (AFA) with more than 14 years experience in the financial services sector serving SMEs, the rural community, families and high-net-worth individuals throughout the Tasman region....

David Jochem is a Registered Financial Adviser with more than 17 years experience in the financial services sector serving the rural sector, SMEs, families and high-net-worth individuals in Canterbury and Palmerston North....

Mike started in the insurance industry in 2008. Prior to this he was working as a Youth Pastor on the North Shore. Mike thrives on building strong relationships and enjoys delivering tailored...

Grant was educated at Southland Boys High School and has lived and worked in Southland most of his life. Grant now resides in Queenstown. He began his working career at the...

Lyndal began her career in insurance in 1987 in the fire and general sector, subsequently moving into health insurance. In 2001, she established her own insurance brokerage in Queenstown, offering a...

Rob began his career in financial services in 1998 in Christchurch and is now based in Rangiora. A Registered Financial Adviser, Rob provides personal and business insurance and financial advice to...

Ross has over 26 years experience providing personal and business insurance advice in Canterbury. Living in Timaru, the service centre for the surrounding farming region, he has built an insurance practice servicing rural...

Lyndal began her career in insurance in 1987 in the fire and general sector, subsequently moving into health insurance. In 2001, she established her own insurance brokerage in Queenstown, offering a...

Mike started in the insurance industry in 2008. Prior to this he was working as a Youth Pastor on the North Shore. Mike thrives on building strong relationships and enjoys delivering tailored...

Dave comes with a successful business career in engineering contract and commercial management and a MBA business degree.These skills transfer well into understanding what it takes to protect families from personal risk...

Grant is a proud Wellingtonian who offers all his customers a responsive and accessible service where you, the customer always come first. Having spent all of his working career in the insurance industry,...

“Our client’s interests always come first.  Our experience shows that if we serve our clients well, our own success will follow. We are always striving to anticipate the rapidly changing needs of...

Samuel is a highly regarded financial adviser who worked in the banking sector before establishing his own successful insurance advisory practice in Wellington. Operating from offices on The Terrace in Wellington’s Central...

Thurl provides personal and business financial risk solutions incorporating the use of life insurance, income protection, disability, trauma and health insurance, and advice to businesses on key person protection and group insurance...

Mike started in the insurance industry in 2008. Prior to this he was working as a Youth Pastor on the North Shore. Mike thrives on building strong relationships and enjoys delivering tailored...

Dave comes with a successful business career in engineering contract and commercial management and a MBA business degree.These skills transfer well into understanding what it takes to protect families from personal risk...