Auckland

When you meet Bourke, you instantly understand why he is respected within the insurance industry. With over 40 years’ experience, which has seen him start at the bottom and work his way up to senior management and later into starting his own advisory. His upbringing and experience have given him a deep-seated belief in the value of life insurance products as a means of providing money when the need is greatest, and this is generally at a time of business or family crisis.

• Office: Queen St, Auckland

Born in the UK and from West Auckland I have worked in a variety of fields dealing with people from all walks of life. For years I worked in the corporate environment providing tailored solutions to a wide range of businesses and helping them to achieve success in their goals. From there I learned that we all share a common need for safety, financial security and good health for ourselves and the people we care about.

• Office: Queen St, Auckland

Garry has been working in the insurance industry since 1988. He is an AFA and continues to further his professional development. His main areas of expertise are in both business and group risk.

• Office: Queen St, Auckland

Zeke has been working in the employee benefits space for over a decade, starting out in administration and account management roles here in NZ before heading overseas. He spent time with an international brokerage in Sydney before taking a role with MLC, one of Australia's top corporate super scheme providers. Primarily working in an Account Management role, he also spent time managing operational teams and helping to design and test systems to administer group schemes.

• Office: Queen St, Auckland

Having been with the company over 16 years, Sam has a great deal of experience and over $70 million of private funds under his management. Sam is charismatic and an excellent public speaker who is great at motivating people to improve their financial behaviours.

• Office: Queen St, Auckland
• Mt Eden, Auckland

Jocelyn is a Financial Adviser with a focus on helping her clients understand money and be good with money. She provides advice on financing money when needed it, and protecting her clients from losing money when unfortunate events happen. Jocelyn enjoys working closely with her clients. She is excellent in providing a customised financial solution based on her clients’ current situation and future goals, and giving step-by-step guidance.

• Office: Queen St, Auckland
• Takapuna, Auckland

Martin is an Authorised Financial Adviser and has been in the industry for over 16 years. He has practised internationally in both the business and the private sectors for major banking institutions such as ABSA(Barclays) and HSBC. He has been a member of the Financial Planning Institute of South Africa since 2002, Martin also holds a Bachelor of Social Science, a Master’s in Business Administration as well as a Post Graduate in Financial Planning, assuring his clients of a thoroughly professional service.

• Office: Mt Eden, Auckland

Radhika started her career as a Microbiologist before pursuing a career in finance in the non-advisory space. She has worked in various areas of finance some of which are personal loans, auditing, recruitment and dispute resolution. Whilst she always believed financial literacy was important she did not pursue this aspect of finance until her husband was diagnosed with cancer and then later passed away leaving her to raise their two young boys. For her it highlighted the fact that life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us from living every day to the fullest.

• Office: Mt Eden, Auckland

Claire is originally from the UK and married to a Kiwi, she has lived in London, Asia, Japan and New Zealand. Claire is an experienced adviser who has 30 years of working in the Global Financial services industry, which has included 20 years as an Asian Equity Stockbroker in Global Investment Banking, and 10 years running a UK Wealth Management practice under one of the largest financial planning companies there. This strong background enables her to assist clients with their current and future investment planning using a holistic approach.

• Office: Mt Eden, Auckland

I am an Authorised Financial Adviser, and work with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.

• Office: Mt Eden, Auckland
• Takapuna, Auckland

I'm passionate about helping my clients get their financial house in order and I love my role as a Life Planner / Financial Coach. I help clients assess their full financial picture, set short- and long-term goals and then make a plan for how to get there. I always compare it to travel, as if you want a travel experience and head out into the world without a plan, you will have good or bad experiences based around luck and reactiveness.

• Office: Bayleys House, Auckland