Our Advisers - Tauranga
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Cathy is an Authorised 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 ... -
James is an Authorised 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.... -
Mike has over 25 years experience in the Financial Services Industry, the last 15 years as a Mortgage and Personal Insurance adviser. He is committed to finding his clients the best possible mortgage options to suit their needs, whether it be purchasing their first home, upgrading their home or j...
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A Registered 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 f...
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Jim has been in the insurance and financial services industry for seventeen years and is a qualified Authorised 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 qualif... -
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...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 