Our Advisers
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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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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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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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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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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 ... -
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 ... -
Cathy is a Financial Adviser with over 20 years experience in the Financial Services industry. She is passionate about growing her client’s wealth by providing good, sound advice on investments and KiwiSaver products. Her focus is on retirement planning and she also enjoys interacting with clients... -
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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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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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... -
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 ...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
