Our Advisers
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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 ... -
Sonja joined SHARE in May 2016. Sonja has worked in the Financial Services industry since 2000, mainly based in the Manawatu. Sonja brings enthusiasm, a bubbly personality and a passion for people’s wellbeing. Sonja’s main focus is personal risk insurance, she can give information on Kiwisaver a... -
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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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... -
Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a mor... -
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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As a recently qualified Financial Adviser, I am committed to building a trusted relationship with my clients by giving them the best advice to reach or exceed their goals of growing their wealth for the future. In March 2020, I was due to fly out to Mumbai, India to take up a diplomatic post to w...
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I’ve experienced insurance first hand in my personal life and that has played a vital part to where I am today. The passion I have for my faith, friends, and my family, both as a husband and a father, has led me to excel in this ever-evolving People industry of insurance. So I’ve made the dec...
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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... -
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... -
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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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...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
