Our Advisers
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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... -
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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I have been in the financial services industry throughout Australia and New Zealand since 2009. I specialise in helping business owners, families and professionals manage their risks and covering what is most important to them through life, illness and medical covers. Putting my clients needs fir...
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I am a Financial Adviser providing advice on:
- Life Insurance
- Income Protection/Mortgage Protection Insurance
- Trauma/Critical Illness Insurance
- Total and Permanent Disablement Insurance
- Heath/Medical Insurance
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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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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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I have been in the financial services industry since 2012 starting out as an Adviser in personal risk, I have always been passionate in this space and ensuring that my clients are well educated to prioritize their insurance. Although not always the topic of choice it is one that needs to be discu...
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Graeme has been in the Financial Services industry for over 45 years and brings a wealth of knowledge and experience to the industry with his speciality areas of both personal and business insurance and KiwiSaver. Graeme also has a number of clients that he works within the General Insurance area...
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Jonathan is a Financial Adviser who is based in Auckland and travels to Christchurch regularly. Jonathan has over 11 years’ experience in the financial advice profession and has a Master’s in Finance & Management and is a Certified Financial Planner, CFPcm. Prior to joining SHARE Jonathan...
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Sonja joined SHARE in May 2016. Sonja has worked in the Financial Services industry since 2000, mainly based in the Manawatu. Sonja brings enthusiasm, a bubbly personality and a passion for people’s wellbeing. Sonja’s main focus is personal risk insurance, she can give information about Booster ... -
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... -
Steve is a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions for your personal and business lives. Having been self-employed for most of his career, including time s...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
