Our Advisers - Hamilton
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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... -
Malcolm Paul is a Financial Adviser based in Christchurch. Since joining the Insurance industry over 25 years ago, Malcolm has successfully launched distribution Models in Australia, New Zealand and Thailand with two Multinational Insurance Groups namely AON & Ace Insurance. Malcolm’s skilled ... -
James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ... -
Specialist Personal and Business Insurance Broker Hayley has been in the financial services industry since 2005. She specialises in helping self-employed business owners, tradesmen and professionals manage their risks through business and personal insurances. Hayley has a prof...
Insurance 
Investments 
KiwiSaver 
Fire & General 