Our Advisers
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I have specialised in risk insurance protection (putting a plan in place for the unexpected) for individuals and families and have provided risk solutions for business partners, since 2002. I enjoy public speaking and run presentations for groups on how to understand and optimise ACC for the self-... -
Don has been involved in the financial services industry since 2000. In this time, Don has provided advice to clients in insurance, mortgages and investments with a focus on best practice standards and providing a full financial advisory service for his clients. Prior to Don's involvement in the ...
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Stephen has been working with his clients for 35 years, having started his business in July 1978. As a long-time member of the Professional Advisers Association (now part of Financial Advice NZ), he also served as a Board Member for a five year term. Claire Percy is our Operations Manager and als...
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Melanie has 22 years of industry experience with the family business, taking over the reins in 2019. She lives with her husband Chris in Prebbleton. They have five sons between them and two dogs, Zoe and Agnes. Melanie is the proud Grandma of Rome, Theo and Mila. She loves to travel and together ...
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I am a Financial Adviser providing advice on:
- Life Insurance
- Income Protection/Mortgage Protection Insurance
- Trauma/Critical Illness Insurance
- Total and Permanent Disablement Insurance
- Heath/Medical Insurance
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I’ve experienced insurance first hand in my personal life and that has played a vital part to where I am today. The passion I have for my faith, friends, and my family, both as a husband and a father, has led me to excel in this ever-evolving People industry of insurance. So I’ve made the dec...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ... -
Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
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Cathy is a Financial Adviser with over 20 years experience in the Financial Services industry. She is passionate about growing her client’s wealth by providing good, sound advice on investments and KiwiSaver products. Her focus is on retirement planning and she also enjoys interacting with clients... -
Jim has been in the insurance and financial services industry for seventeen years and is a Financial Adviser. Jim's Father, Fred Dowsett, was also a successful adviser in Wellington for many years, so people based financial services is obviously in the blood. Jim was a qualified Master Builder an... -
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 manag...
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Mark Woolford is a Financial Adviser. Mark is a Risk Specialist and has been in the in industry since 1991. After having 12 months out of the Financial Services industry, Mark has joined SHARE eager to assist business owners and professionals with all their insurance needs. At age 30, Mark initia...
Insurance 
Investments 
Mortgages 
KiwiSaver 
Fire & General 
