Our Advisers
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Specialist Personal, Business and Fire and General Insurance and KiwiSaver Adviser Graeme began his career in the financial services industry in 1988. He spent 6 years in Australia as an adviser and since his return to New Zealand in 1994 has focussed on advising individuals, fam... -
Jim has been in the insurance and financial services industry for seventeen years and is a Financial Adviser. Jim's Father, Fred Dowsett, was also a successful adviser in Wellington for many years, so people based financial services is obviously in the blood. Jim was a qualified Master Builder an... -
I have been in financial services for over 8 years, starting as a business banker with Westpac and now as an insurance broker for the last 5 years. I specialize in personal insurance and love to connect with families and small business owners. Over and above offering insurance advise I also have ... -
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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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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James is a Financial Adviser with a long and diverse history in the financial sector. James is based in Tauranga and also works out of the Auckland office on Tuesday and Wednesday. Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London. James also ... -
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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Paul has been offering financial advice services for over 20 years across Personal and Fire & General Insurances, Investments, KiwiSaver, Income Tax and more recently Mortgages. This has enabled Paul to establish a more client focused advice approach rather than sales and to fully understand cli... -
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 ... -
Colin’s parents immigrated to New Zealand from Scotland when he was a child settling in Christchurch. His father, a builder, saw the potential of a better family life. It is here Colin grew up and eventually raised his own family. Involved in the financial services industry for over 35 years, C... -
Specialist Personal and Business Insurance Adviser My greatest joy comes from helping people and I live by the slogan 'How can I make your day better?' I help clients simplify their financial planning, by easing anxiety around their financial future, simplifying the complexities around money mana...
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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 
Mortgages 
KiwiSaver 
Fire & General 
Investments 
