I started my journey with Apex in 2006 as a Financial Adviser. For 16 years I have helped clients with their insurance, investment and mortgage needs.
With all my experience that I have gained, I am now privileged to have the opportunity to lead the team of Apex Advisers to help Kiwis reach their ‘great place’ – physically, mentally, and financially.
The other component of my role is to help transform the business processes and tools, to create efficiencies and automation. This allows us at Apex to work collaboratively to achieve a better experience for people within our organisation, our clients and our stakeholders.
For myself, a ‘great place’ is where my needs are taken care of so I can focus on what is important to me, which is spending time with my family, playing squash and traveling.
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.