Our Advisers
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Len has been a Financial Adviser since 2000 his previous work life in Banking and Finance. Len is very client focussed with the advice he provides his clients and specialises in arranging Loan Finance and Risk Insurance. Outside of work Len's passion is Harness Racing and he is currently o...
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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... -
Hey. Thanks for reading this. Reading this makes you an especially important person. It means you are either a client, or perhaps want to be one. In our view that makes you the most important person in our business. We put the client at the top of the tree. The centre of our universe. Without our cl... -
Alan Fleet is a professional and experienced insurance risk and mortgage adviser with more than 25 years’ of knowledge and experience. His expertise lies in Personal and Business Insurance, and he strives to make sure his clients gain a fair deal. Alan is exceptionally competent at resolving probl... -
Jon Turnbull Fellow Financial Advice NZ. Jon Turnbull has been a financial adviser for over 46 years. He is a qualified financial adviser specialising in investments, assisting clients with investment portfolio construction and management, and matching insurance solutions to clie...
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Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ... -
Garth Clarricoats has been an adviser since 1993 having come from a social work and management background. He says that these abilities along with his skills as a qualified chef in a previous life more than help him to understand and meet the needs of his clients. His business philosophy is; and ... -
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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James is an expert in the financial advice field. Here is how:- An unparalleled Financial Markets background.
- An Honours Degree in Economics.
- Offices in Tauranga and Auckland.
- Not tied to any Financial Provider, Bank, Fund Manager or Insurer. <...
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Fergus is a Financial Adviser and has worked in the financial services sector since 1996 in roles in the United Kingdom and New Zealand. He has been an insurance adviser since 2008. His specialist area of expertise is assisting Small to Medium sized business owners and their families understand...
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Hi I'm Fiona Keenan, back in 1998 I found my calling, helping people protect what matters most to them. I am well known by my clients as “My Insurance Lady”. Predominately an agribusiness and business insurance specialist, I understand what matters most to businesses and business owners, fa...
Insurance 
Mortgages 
Fire & General 
Investments 
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