Our Advisers
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I am based in the Rotorua area and have been in the insurance industry for approximately 30yrs where I have experience in Fire and General Insurances and the last five years have been a Life Insurance Adviser specialising in Life, Medical and disability insurances etc. I have previously worked at St... -
Mike has over 30 years’ experience in the financial services industry. He has been a financial adviser specialising in Mortgages and Personal Insurance for more than 20 years having previously worked for a bank. He is committed to finding his clients the best possible mortgage solutions to suit...
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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... -
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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Hamish joined the SHARE Hawkes Bay team in May 2016 specialising as an Insurance and Mortgage Adviser:- Personal Insurance – Life, Trauma, Total and Permanent Disability, Income, Mortgage Protection and Health Insurance.
- Business Insurance – Shareholder Buyout Agreements,...
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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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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 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 ... -
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 ... -
Brennen has been in the financial services industry since 2005. 5 years in South Africa and 8 years in New Zealand. This experience has given him a broad knowledge of the insurance industry both locally and abroad. He provides clients with advice on financial matters, making recommendations on wa...
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Stephen has been working with his clients for 35 years, having started his business in July 1978. As a long-time member of the Professional Advisers Association (now part of Financial Advice NZ), he also served as a Board Member for a five year term. Claire Percy is our Operations Manager and als...
Insurance 
Fire & General 
Mortgages 
KiwiSaver 
Investments 
