Our Advisers
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specializing in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
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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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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. • Very approachable ... -
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, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed fo...
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Don has been involved in the financial services industry since 2000. In this time, Don has provided advice to clients in insurance, mortgages and investments with a focus on best practice standards and providing a full financial advisory service for his clients. Prior to Don's involvement in the ...
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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... -
Elaine believes that working with people in the role of a trusted adviser is a privilege. With an easy-going style, she will get to know you by listening carefully to your story and by working together, will support you to make sound wealth management and financial planning decisions to suit your ...
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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 am a Financial Adviser and a member of Financial Advice NZ. I have been in the Insurance industry since 1992 and I am the Director of Michael White Financial Services Limited. Prior to this, I completed my Bachelor of Commerce majoring in Accounting at the University of Otago graduating in 199...
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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 been helping clients create and protect wealth since 1982. Together you and I put in place a programme of insurance and/or investment that does what you need it to do. This means it provides outcomes for you that allow you to relax in the knowledge your investment and insurance problems are s...
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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...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
