Dave has been in the insurance industry for more than 35 years and specialises in personal and business insurance to protect individuals, families, companies and shareholders. Dave has a BCA in Economics from Victoria University, and is an authorised Financial Adviser (AFA). He is a current Financial Advice New Zealand member.
Dave’s wife and business partner, Tess, has also been in the insurance business for more than 13 years after a career in accounting/client management for both small to large corporate organisations and government. Their other partners are Adam & Andrew who are Registered Financial Advisers and their Office Manager Rebecca.
Dave and his team offer impartial, tailored solutions that are backed by research. They offer the complete range of life insurance products & services. Dave believes that his greatest value is assisting clients during claim time and making sure that they receive positive outcomes. He manages the whole process on behalf of his customers and provides personal support throughout.
Dave is passionate about finding, tailoring and selling large insurance cover to help successful clients become even more successful. The most important thing Dave want people to know about him is that they can trust him and that he enjoys building solid long term relationships with clients. Dave’s business values are based on trust, understanding and achieving the end goal of satisfying his clients Financial insurance needs. He is focused on providing a unique service that caters to his wide range of various clientele.