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I am committed to understanding your unique needs and providing personalised solutions to ensure that you receive the highest quality of service.
I am a qualified Financial Adviser, with a New Zealand Certificate in Financial Services Level 5, specialising in investment services and life insurance. Previously, I was registered as a nurse in New Zealand. In addition,I have been operating a franchise business for the past 13 years. I have a comprehensive understanding of the issues and needs of both personal and business clients and I am committed to building constructive relationships with my customers.
I am a family man, live with my wife and two children at westgate Dunedin
It’s clear that you’re not too worried about dying anytime soon. But everyday, a child loses a parent who is a major source of financial support for them. And yet, so many Kiwi parents don’t have life insurance to protect their families in the event of an unfortunate event.
I’m a financial adviser, which means I have the experience and expertise to help you answer these tough questions.
How would the debt be repaid if you were to die?
In the event of your death, life insurance provides your family with a lump sum so they won't have to worry about finances.
What would you do if you were suffering from a major illness? How would you repay your debts if you were permanently disabled from your occupation due to a serious illness or injury?
I'm just curious, if you were unable to work, how would you replace your income?
Are you sure you want to wait on a waiting list for medical treatment?
Having built a solid financial foundation for yourself and your family, it is important to ensure that everything is protected. Accidents and disasters can and do occur, and if you are not adequately insured, they may result in financial ruin. It is necessary to have insurance to protect your life, your ability to earn income, and your ability to afford a home.
While you want to ensure that you’re adequately protected, most people do not need many insurance policies. Purchasing the wrong insurance, or simply spending too much on insurance, can lead to more harm than good. The question is, which insurance policy will be most appropriate for you?
You are not alone if you answered yes to any of these questions. In the real world, many Kiwis are forced to live on their pensions and downsize their homes to generate funds for their retirement. Luckily, there are products and services available that can help ease the financial burden in retirement. If you don’t take action now, you’ll only have yourself to blame when you’re retired and struggling to make ends meet.
If you’re not achieving the success you want, it’s not because you’re not capable. You can have everything you want in life–but it takes dedication and effort. We can show you how to get there.In a few years, you could be in the financial position to take that part-time job you’ve always wanted, or even retire earlier than you thought. Achieving financial independence is important, and it all starts with making smart decisions with your money now. The earlier you start saving and investing, the closer you will be to your goal.
Are you looking for an investment fund without being locked in until age 65?
Would you like to learn more about your current investment options? It’s relatively painless, and the rewards are plentiful. If you invest now, you’ll have more money for retirement, education, and recreation. Whether you’re starting from scratch or have a few thousand dollars saved.
The sooner you increase your long-term savings, the more chance that money has to grow
Thank you for selecting me as your financial adviser. You’re my top priority, and I take the time to get to know you and your situation. I will be glad to assist you with your policy or have questions. I promise to always be there for you and look out for your best interests.
Insurance is a big deal. What kind of coverage and budget do you want? I'm a qualified financial adviser who can help you figure out what's right for you. Get in touch with me today.
It's possible to save a lot of money if you choose the right insurance. Let's talk about what's right for your family
It's difficult to know which insurance policy is right for you with so many options out there. Let us help you figure out what kind of policy you need, and how to find one that's right for you.
When it comes to health insurance, you have many options. It’s hard to know what’s best for your family and you. To help you choose the right health insurance, here are some tips.
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The benefits of life insurance might not hit you right away when you think about it. However, life insurance has some pretty cool benefits. Here are three of them.
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