- Tailored life insurance solutions to protect family and lifestyle
- Residential property lending
- Goal setting
- Money management/Budgeting advice
I take a holistic approach to financial wellbeing and like to discuss with my clients what kind of lifestyle they’d like to achieve for retirement, whether that’s a beach house for the family, yearly cruise (COVID permitting!) or simply being mortgage free. We can then work on tailored strategies to help you reach your financial freedom goal sooner.
As well as being passionate about helping people plan and reach their wealth goals, I’m also a bit of a geek when it comes to technology and love to tinker constantly with my home automation and media-streaming systems at home.
I’m the proud step-father of three older kids, and I enjoy spending quality time with them and my partner. Whether it be disc golf with mates, bat-down on the beach or entertaining friends and family, fun is always a constant ingredient.
Being a mad cricketer, you'll find me running around a cricket ground most Saturdays over summer, and I’m always keen to drag the family along to support the Black Caps. Whilst cricket may be my first sporting love, I’m also an avid fan of the Mighty All Blacks! However, don't ask me about sports trivia. When it comes to quiz nights, music and movies are more my forte.
My Three Golden Rules
- Spend a little time planning, to give yourself a lot more free time in future
- Insurance solutions should be designed to protect your lifestyle, not just your assets
- Listen to what the client wants, but don't neglect to analyse their needs
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.