Specialties

  • Personal and business insurance plans.
  • Home loans for a family home or investment property.

About Jeff

I was born in the UK and grown in NZ, I have spent my working life in sales and service and managed a vast range of client expectations. I entered the financial services industry in 2007, initially as a Mobile Mortgage Manager helping my clients to achieve their dream of home ownership. It is there that I found my true calling and a very personal commitment to help them to achieve their life goals and stay protected on life's journey.

Life has been good to me, I have travelled, lived overseas, owned and operated several small businesses, built and owned numerous homes and investment properties and grown a happy and healthy family. Life presents us all with many challenges but I consider myself to be incredibly lucky. I am loyal, value integrity in words and actions and honesty and believe all of this begins with me and you and how you plan for your future.

Here is a quote from Eleanor Roosevelt which sums up my philosophy on life;

"The future belongs to those who believe in the beauty of their dreams."

and another from Malcom X;

"The future belongs to those who prepare for it today."

I love talking with my clients about their dreams and how to achieve them. I know this is possible, I have seen it many times and I have played my part, arranging a home loan and protecting what is important to them along the way.
I love to deal with people who have the courage to think for themselves yet are prepared to listen to advice.

My Three Golden Rules

  1. Take care of yourself so you can take care of others (your attitude rules).
  2. Do what you say you will do when you say you will do it.
  3. Your past is not your future, focus on today and tomorrow.

Get In Touch

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