Our Advisers
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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...
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Melanie has 22 years of industry experience with the family business, taking over the reins in 2019. She lives with her husband Chris in Prebbleton. They have five sons between them and two dogs, Zoe and Agnes. Melanie is the proud Grandma of Rome, Theo and Mila. She loves to travel and together ...
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An Insurance Adviser since 1993, Garth specialises in Personal Life, Disability and Medical Insurance specifically tailored to his client’s needs. He describes his greatest areas of expertise as, “having two ears and one mouth”; listening is more important than talking. Garth is often compl... -
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. ...
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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... -
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...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 