- Your one stop shop for all your personal financial requirements
- Wealth creation is at the forefront of my advice, whilst protecting what is most important to you
- I am an excellent advocate for my clients when negotiating deals with insurance companies.
- I use different insurance structures to make sure affordability is maintained for years to come
Background & Experience
Isaac completed his studies in the Financial field in 2014 and has since had first hand experience working for the share market operator, The NZX, along with 18 months working for New Zealand's largest general insurer IAG. He has built up a wealth of knowledge to assist his clients in making smart financial decisions,
Isaac specialises in working with young professionals and their families, helping them to improve their financial situation by stimulating good saving habits, protecting what is important, and investing in their futures.
This includes helping clarify future financial plans and objectives by guiding discussion, providing goal modeling services and ultimately helping his Clients work towards achieving the future they desire.