Our Advisers
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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 ... -
Dave Lim is a well known as a broker, who is prepared to do what it takes to help people out! Dave brings over 20 years of lending experience and is proud to be working with clients every step of the way - from understanding their financial and risk needs, through to providing tailor made solutio...
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Steve has been in the Financial Services since 1990 and specialise in giving Risk Insurance Advice to Families & Businesses. He completed industry based courses in Personal Insurance, Business Insurance and running an Insurance business and is committed to continued education. Steve's reason ...
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Fergus is a Registered Financial Adviser and has worked in the financial services sector since 1996 in roles in the United Kingdom and New Zealand. He has been an insurance adviser since 2008. His specialist area of expertise is assisting Small to Medium sized business owners and their families...
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Deborah Turnbull has been working in the Financial Services industry since May 2007. She is qualified as an AFA and specialises in Insurance products and Kiwisaver. Previously Deborah has worked as a Mortgage Broker/Lending Manager. Physical Address: 163 Mary Street, Inverca...
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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 ... -
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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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... -
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...
Insurance 
Mortgages 
KiwiSaver 
Fire & General 
Investments 
