Our Advisers
-
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. ...
-
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... -
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... -
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...
-
In my personal life, insurance has played a vital part to where I am today and the passion I have for my faith, my family (as a husband and a father) and friends has led me to excel in this ever-evolving People industry of insurance. So I’ve made the decision to switch careers in 2006 away from...
-
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... -
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 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...
-
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 ...
-
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 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...
-
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...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
