Chris believes financial advice is not all about monetary outcomes but also educating and understanding his clients from a personal perspective. He is a big believer in having a plan no matter what age and stage of life you are in, combined with the right guidance to...
Jonathan is passionate about life, disability, and health insurance and enjoys providing exceptional personalised advice to help individuals, couples, and families protect their most valuable assets: their lifestyle, health, and ability to stay financially secure...
Casey is passionate about helping people achieve a better financial future, regardless of where they are in their journey. He believes that quality advice means setting realistic financial goals and working together to achieve the best possible outcome. Casey has...
Samantha is a talented Financial Adviser with multiple years’ experience in the New Zealand insurance industry. She specialises in life cover and personal health insurance to help her clients realise a better future by having appropriate financial protection in place....
Sanet is a highly experienced Wealth Management Adviser. She has more than 30 years’ experience in the financial service and banking industry, during which time she has worked in various senior client focused roles. Sanet’s specialist area of expertise is personal...