Our Advisers - Wellington
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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... -
Michelle is an Authorised Financial Adviser (AFA). 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... -
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-... -
Dave specialises in personal and business applications of insurance to protect individuals, families, companies and shareholders. He has a BCA in Economics from Victoria University, and is an Authorised Financial Adviser (AFA). He is a member of Financial Advice NZ. Dave has 35 years in the insur... -
Evan has been in the financial services industry since 1981. He specialises in helping individual and self-employed business owners, tradesmen and professionals plan their retirement and manage their risks through life assurance. For those where working is an option or in retirement he can help them... -
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 an authorised financial adviser and meets the ongoing education requirements of the Financial Markets Au...
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Adam is a Financial Adviser committed to growing and protecting his client’s wealth. After a career in banking Adam joined SHARE and has been in the financial service industry since 2009. Adam provides a customised service to protect individuals, families, companies and shareholders. Worki...
Insurance 
Investments 
Mortgages 
KiwiSaver 
Fire & General 
