Rather than you having to deal with banks and their agents, I’ll act on your behalf in taking care of all of your finance needs.
I act as your advocate, giving you access to mortgage and insurance solutions to meet your needs, while giving you peace of mind. To do this, I first make sure I understand your needs and goals before recommending products to meet your requirements – the way you want it and at a price you can afford.
Your insurance needs are also looked at comprehensively and you get a personalised report from me.
I have a very positive, ‘can do’ attitude to life, and work is no exception. I bring my unique qualities to the relationship and love working with people from all walks of life. I have over 20 years of experience in the financial services industry, including working at major banks in New Zealand and overseas.
I believe in building relationships and keeping in regular contact, as this allows me to keep you up to date with developments in the finance industry and how these affect you. When it comes to dealing with your personal finances, I ensure I’m well informed on the best options available to you.
My whole philosophy centres on exceeding your expectations and making the experience memorable. Feel free to call me anytime!
A disclosure statement is available on request and free of charge.