As a qualified Investment and Insurance Adviser, I am passionate about helping people achieve their financial goals, and I am committed to building a long-term relationship with each of my clients. Whether it’s protecting the family or investing for the future, I am dedicated to assisting people in making informed, easy-to-understand decisions that provide confidence that they will achieve their financial goals and safeguard what matters most to them.
What I love about Apex is the focus on client outcomes above anything else, and the use of technology and systems that enable clients to have a great experience when dealing with their adviser.
I have lived in various cities within New Zealand and spent three years living abroad in Australia and Canada. Outside of office hours, you can find me spending time with friends and family, investing, playing sports, exploring the countryside, or planning for my next overseas adventure.
Industry insights and helpful articles written by our team of financial experts.
Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.