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 and financial advice to individuals, families, business owners and employee group schemes.
021 246 3910
Steve is a highly regarded financial adviser with a business qualification and 10 years’ experience in the financial services sector. He has gained a reputation as an enthusiastic and hardworking insurance adviser who achieves outstanding results for his clients.
He established his own specialist insurance and advisory company LifeCo in 2010 after emigrating to this country in 1999 and provides personal and business insurance and financial advice to individuals, families, business owners and employee group schemes. LifeCo Limited provides Life Insurance advice across New Zealand, in face to face meetings and/or on Skype, Zoom or equivalent. He has regular face to face meetings in the Tauranga/BOP area and Auckland.
Before entering the financial services sector, he worked in the private, public, local government and not-for-profit sectors in management consulting and contracting roles.
Steve has qualified for seven Life Insurance Advice performance awards and has a Bachelor of Social Science degree majoring in Psychology and Sociology, and an Honours degree in Business Administration.
He founded QUID3, a business network that facilitates personal and business development for business owners and self-employed independent contractors.
Steve operates on the principle of ‘good deeds for genuine needs’. This involves helping his clients make ‘sensible insurance and financial decisions for their specific needs’ for their families and businesses.
As he says, “We show you the market and compare providers in terms of the benefits they offer and the price for them. Our advice is based on an understanding of your needs and then prioritising them in terms of your budget. We do this with a strong focus on what would happen at claim time”.
By not being tied to any particular provider, Steve ensures your insurance delivers the best outcome should you have to make a claim. Being available when you need us is key.
Steve loves love helping people protect what matters – their families, businesses and employees. He is experienced in facilitating the payout of some significant claims.
Steve is married to Heather and they have three children and four grandchildren. Steve enjoys a round of golf and plays in both Tauranga and Auckland.
Here are a few reviews from some of our existing clients around New Zealand