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Tom West - Principal

rmc

Background

Tom is an experienced insurance adviser with 10 years’ experience in the financial services sector. A Registered Financial Adviser (RFA), Tom provides personal and business financial risk solutions and advice to businesses on key person and group insurance plans. He also provides advice to his self-employed clients and how best to structure their ACC cover to ensure it works alongside their insurance.

Getting in touch

03 477 2234

021 246 8963

tom@plus4.co.nz

Background

Tom is an experienced insurance adviser with 10 years’ experience in the financial services sector.

Educated at Otago Boys High School (OBHS) and the University of Otago, he holds a Bachelor of Education and taught English as a second language in Seoul, South Korea, following graduation.

On returning to New Zealand in 2009, he began working as an insurance adviser with a Fire and General Insurance group before establishing his own company, Tom West Risk Advisers, six years ago.

A Registered Financial Adviser (RFA), Tom provides personal and business financial risk solutions incorporating the use of life insurance, income and mortgage protection, disability, trauma and health insurance, and advice to businesses on key person and group insurance plans. He also provides advice to his self-employed clients about how best to structure their ACC cover to ensure it works alongside their insurances.

He works with a diverse range of clients including professional firms, independent clients, farmers and small to medium business owners. He has joined Plus4 Insurance Solutions to provide his clients with the collective benefits of belonging to a national insurance adviser and broking group.

Philosophy

Tom believes his role is to tailor an insurance programme to suit each client’s unique circumstances. He does this by establishing what their risk profile is through a thorough process of questioning and analysis. Based on this, he creates a plan that ensures his client is well protected in any future event.

Like all good plans, this needs to be flexible and reviewed regularly to take account of any lifestyle changes.

Tom says that the most important part of his role is to ensure claims are paid and to act as his client’s advocate, navigating them through the claims process so they receive what they’re entitled to.

Not being tied to a particular provider means Tom will ensure your insurance delivers the best outcome should you have to make a claim.

Personal

Tom and his partner Ashley live in Dunedin, and they are actively involved in their community.

Tom was on the organising committee of the OBHS 150th Reunion, organized the OBHS Old Boys Golf Tournament for three years, is a member of the Otago Medical Research Foundation, supports the Dunedin Ronald McDonald House, and has been part of the Buddy Program for Presbyterian Support Otago for over 6 years.

He has run more than 30 marathons and enjoys trail running, tramping, yoga, reading and travel.

Click here to view Tom’s disclosure statement.

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