I have had a varied career in the financial services industry since 1974, initially as an Adviser and then in sales & marketing management before becoming an Adviser again and founding Seneca Group in 1996.
I really enjoy helping individuals, families & businesses put practical risk management plans in place for your needs & budget across Life, Trauma, Disability, Income Protection & Health insurance. My advice & solutions from a range of insurers is backed by independent research and being there at claim time is a vital part of my approach.
As an experienced Authorised Financial Adviser & Level 5 qualified I can assist with your Kiwisaver plan and investment & retirement plans.
Advice for businesses in the areas of Key Person, Business Succession and Employee benefits forms an important part of what I do. As a Director & owner of Seneca Financial Services Ltd & Seneca Insurance Brokers Ltd (both t/a SHARE) my own business experience is a valuable asset to clients.
I believe strongly in the value of advice – Advice Matters – and take pride in demystifying what can be a scary, complex area from your perspective. I’m supported by an experienced client service team of Frances, Liz & Glenys as well as my colleague Len Oughton who specialises as a Mortgage & Risk Adviser
Our business incorporates a Fire & General Insurance team of 9 providing broking advice & service across client’s needs for home, contents, vehicle, boat, travel, commercial, business, liability, marine and cyber insurance. This team supports a number of other Financial Advisers also.
Outside of work family, grandchildren & pets bring joy to Glenys & I. We enjoy cycling, travelling and watching many sports. Sport has played a big part of my life as a participant, coach & administrator, especially surf lifesaving & water polo. My community involvement has ranged across these as well as Church, Education, Helicopter Rescue and Sports Chaplaincy. I spent 3 years on the Board of the Professional Advisers Association NZ (now Financial Advice NZ) and am a current Trustee for two charitable Trusts, the Steadfast NZ Foundation and the PAA Legacy Trust.
I look forward to any opportunity to assist you with your financial advice needs.
C4 – 72 Apollo Drive, Mairangi Bay, Auckland 0632