- Personal and business insurance plans.
- Home loans for a family home or investment property.
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
- Take care of yourself so you can take care of others (your attitude rules).
- Do what you say you will do when you say you will do it.
- Your past is not your future, focus on today and tomorrow.