Michelle is an Authorised Financial Adviser (AFA). This means she can advise her clients on both protecting and growing their wealth. She has been a member of the Professional Advisers Association (PAA) since 2002.
Michelle has been involved within the insurance world since 1999 and as an adviser since 2001. She earned and received a Graduate Diploma in Personal Financial Planning through Massey University and has never looked back from this achievement. Her expertise lies with Insurance and Life Coverage, she is often complimented on her professionality advocacy on behalf of clients. Michelle has also earned a Bachelor of Arts in Psychology therefore, she understands people and their concerns and will go above and beyond to assist clients with the insurance requirements. Michelle’s father also received his AFA in the 1980’s so insurance knowledge and values have been passed on through the generations.
Michelle is professionally passionate about sharing her knowledge about insurance and investments, especially with newbies who need that extra advise and knowledge to help them decide on their insurance profile needs. Proof is that light bulb moment when clients start to realise how investments work and start to relate to the ups and dons or ins and outs of insurance to provide their safety net in life.
Michelle is passionate about what she does and about making sure clients have the right cover to suit their needs at an affordable premium. She is excellent at putting financial safety nets in place for times of financial and health uncertainty, growing that nest egg for retirement and explaining how things work on a simple and understandable level.
Michelle’s business missions are to be honesty, do what is best for the client and to keep those clients as the central focus of their tailored policies. She is direct and does not beat around the bush, she will fight and defend for her clients.