Our Advisers - Hamilton
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James is a Financial Adviser with a long and diverse history in the financial sector. James is based in Tauranga and also works out of the Auckland office on Tuesday and Wednesday. Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London. James also ... -
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 ... -
Specialist Personal, Business and Fire and General 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, personal and fire and gene... -
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...
Insurance 
Investments 
KiwiSaver 
Fire & General 