Our Advisers
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Rowan is an Authorised Financial Adviser (AFA) and a member of Financial Advice NZ. Rowan has specialised in personal and business insurance for the past 12 years. Prior to working in the financial industry, Rowan was overseas from 1997 - 2005 working in various management roles including the Mar...
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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...
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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...
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Jim has been in the insurance and financial services industry for seventeen years and is a qualified Authorised 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 qualif...
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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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Cathy is an Authorised 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 ...
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"Runner-Up 2013 PAA Investment Adviser of the Year" Barbara has 29 years' banking experience and been a financial adviser for 20 years, specialising in investments. Barbara is a proud Cantabrian having lived in Christchurch all her life. Prior to entering the financial services industry, Barba...
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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...
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Evan has been in the financial services industry since 1981. He specialises in helping individual and self-employed business owners, tradesmen and professionals plan their retirement and manage their risks through life assurance. For those where working is an option or in retirement he can help them...
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James is an Authorised 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....
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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 ... -
John is a qualified accountant who has spent over 16 years in accounting roles in New Zealand and the United Kingdom. Over the last 30 years John has been in the Insurance and Financial Services Industry. John works closely with his clients, and their professional advisors, being doctors, account...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 
