GETTING IN TOUCH
I have more than 30 years of experience in the Financial Services industry. During that time I have helped develop a team of successful advisors within the group with offices in Warkworth, Whangarei, Blenheim, and Queenstown. I have 20 years’ experience in Investment and Wealth Management.
I can help you with
- Investment and Wealth Management – Investment Planning
- Personal Risk – Life & Health Insurance
- Business Risk – Life, Key Person, Stakeholder/Shareholder Protection Insurance
- Critical Illness & Trauma Insurance
- Group/Employer Insurance
My primary focus is to help my clients create a safe and secure financial future. I believe that well-structured insurance goes hand in hand with a sound financial plan, so that insurance costs are managed and minimised while focusing on building and protecting wealth.
For 30 plus years I have been married to Michelle who has partnered with me in helping build a successful family and business. We have 3 married children and 8 grandchildren. I enjoy sailing, both cruising and racing, and together we dream of offshore adventures.