Our Advisers - Tauranga
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I have been within the financial services industry since 2014. I am a Financial Adviser, and specialise in protecting my client’s wealth and lifestyle by ensuring they have the right back up plan in place, through personal insurances tailored to suit the individual and or their family. ...
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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 ... -
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... -
Specialist Personal, Business and Fire and General Insurance and KiwiSaver Adviser Graeme began his career in the financial services industry in 1988. He spent 6 years in Australia as an adviser and since his return to New Zealand in 1994 has focussed on advising individuals, fam... -
A Financial Adviser living in Tauranga, Calvin has been working with people in various roles for most of his working life. Having a young family, a strong business background, both domestic and international, Calvin knows how to structure a Personal or Business Insurance Plan to protect families, in...
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Mike has over 30 years’ experience in the financial services industry. He has been a financial adviser specialising in Mortgages and Personal Insurance for more than 20 years having previously worked for a bank. He is committed to finding his clients the best possible mortgage solutions to suit...
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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...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 
