Prior to becoming a Financial & Insurance Adviser, I spent over a decade as a self-employed builder. Running my own business, being there for my young family and keeping on top of the mortgage has had its challenges at times, so I really understand the pressures, the highs and the lows of family and business life.
It was during my time as a self-employed tradesman that I became fully aware of how difficult it can be for the self-employed to deal with issues such as insurance, ACC, business planning, mortgages and retirement saving whilst trying to run a business and balance family life.
I give my clients genuine care, driven by unbiased, simple, and professional advice. While some will see insurance, mortgages and Kiwisaver as what I do for a living, my real job is working for you when the chips are down.
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.