Our Advisers - Wellington
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Michelle is a Financial Adviser. This means she can advise her clients on both protecting and growing their wealth. Michelle joined the financial services industry in 1999 where her first three years were working with an insurer, administering their superannuation products. In 2002, she moved i... -
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-... -
Peter has been assisting clients since 1994 and loves helping clients to grow and protect their wealth. Peter graduated with MA (Hons) from Victoria University of Wellington in 1992. Peter is a financial adviser and meets the ongoing education requirements of the Financial Markets Authority. ...
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I joined SHARE in 2014 working for Mather Nicholson Insurance Brokers trading as SHARE. I became a Financial Adviser in 2020, using the skills and product knowledge I picked up during my previous 6 years. I am passionate about offering a personalised service tailored to each client to protect ...
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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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Martin has owned and operated his own mortgage advisory and financial service business since 1989. Prior to this he worked for ten years in the finance industry including holding senior positions with General Finance and AGC in New Zealand and Alex Lawrie Factors in England. He was an inaugural memb...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 