- Protecting families and businesses by providing comprehensive Life and Health Insurance covers.
- First home buyers, upgrading or using your equity to buy rental properties or a holiday home.
- Delivering tailored insurance solutions that protect you and your greatest assets, your family or key people in your organisation.
- Reducing the cost and term of your loan
- Personal experience as a property investor and business owner
Background & Experience
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. I also realised over time that what I enjoyed most was to work with people, my clients, in achieving their personal financial goals and to making sure they were well protected against the negative impact of unforeseen health events. I place integrity and honesty at the heart of everything I do with and for people.
In 2007 I transitioned to work as a Mobile Manager with BNZ helping families to secure a home or to build an investment portfolio, later in 2010 I began working in the insurance field as an insurance broker.
Dealing with a wide range of people over a lengthly period of time has given me the skills necessary to work with my clients and to understand what is important to them. I believe strongly that listening is 90% of the conversation and by fully understanding your situation I can provide you with the best solution, whether that is with insurance or securing a home loan. I have a strong commitment to family, having raised 3 sons and one step-daughter. I have built 3 homes, invested in rental properties and dealt with many insurance claims for my clients, mostly with happy outcomes. I have dealt with many clients, who having taken my advice and help, were better off when they needed to claim or acquired the home they wanted.
I have been lucky to have traveled extensively and varied interests in music, rugby and soccer, tennis and motorcycling.
I am supported by all mainstream insurers and banks can offer advice and assistance with a wide range of financial products including:
- Home Loans
- Life Insurance
- Trauma Recovery
- Permanent Disability
- Income and Mortgage Repayment Plans
- Key Person Cover for Small/Medium Businesses
- ACC covers and reducing outlay
- Medical Cover / Health insurance
- Group Life and Health Schemes