Alan Fleet is a professional and experienced insurance risk and mortgage adviser with more than 25 years’ worth of wealth of knowledge. His expertise lies in Personal and Business Insurance, and he strives to make sure his clients gain a fair deal. Alan is exceptionally competent at resolving problems resulting in favourable claim outcomes and prides himself in being able to translate Insurance speak into his client’s language for proper understanding and reassurances. He is often commended on his articulate, clear concise and relatable knowledge of all insurance matters, as this can be daunting for clients to comprehend.
Alan has been a member of the Professional Advisers Association, now Financial Advice NZ, since 1997. Being part of the Northern Region area committee since 1999, he was elected chairman in 2005. This year also saw Alan join the National Board of the PAA but has since retired. He is a SHARE distributor, shareholder, and adviser since 2010 and enjoys his professional career and advocating on behalf of his clients.
Alan is often complimented on his caring, authentic and professional approach to Business and Personal Insurance, Insurance Risk and Mortgage Protection Insurance advice, wherein this tough industry, he still holds clients from over 20 years. His ideal client is Small to Medium-sized businesses and young families who are just beginning their lives. He understands this model of clientele and adds substantial value to people who are achievement-focused but time-limited. This group of clients frequently think of insurance as the “Necessary Evil”, but Alan makes certain the “necessary” is sorted and the “evil” is gotten rid of. He believes in no more 0800 numbers nor jargon, merely splendid service with clear and relevant insurance cover tailored for individuals.
Alan has a keen sense of humour and is optimistically natured. He parted from the formal education system at an early age because he felt there was nothing in the school system that was preparing him for this career. He likes thinking he has a master’s degree from the school of hard knocks. He has seen many highly educated souls try to make it in this business and sadly failed because it takes plenty of self-belief, empathy, hard work and persistence to get a hold and then build individualised tailored insurance portfolios.