Rowan has been in the financial services industry for over 15 years, a registered Authorised Financial Adviser (AFA) as well as a member of Financial Advice NZ. Rowan has specialised in Personal and Business Insurance, Fire and General, KiwiSaver and Investment Portfolio’s. He is passionate about delivering tailor made solutions to his clients through professional quality advise.
Prior to working in the financial industry, Rowan was overseas from 1997 – 2005 working in various management roles including the Marriott International in Australia and Sainsbury’s in London. He then returned to his home-town in Dunedin with wife Sonya.
Rowan and Sonya are a dynamic professional team who have built their business’s reputation and values on integrity, ethical behaviour, open and honest communications, commitment, product quality, reliability and continual education of Financial Advice. Previous experiences in hospitality has helped him develop managerial customer service skills ensuring that each client receives a personalised service. Rowan takes the time to understand the Financial needs and goals of individuals or businesses and their unique situations and exposure to Risks.
By building genuine relationships Rowan believes both parties win, and that mutual respect is earned through listening, understanding, hard work and providing tailor-made Financial Plans to suit his client’s requirements. By removing the stress of searching the marketplace Rowan is able to recommend the best products and services ensuring that clients are aware of the different options best suited to them. He has gained respect from his peers and clients alike receiving repeated referrals from pre-existing clients and previous successful claim outcomes.
Rowan is inspired and feels very strongly about giving back and spends his free time helping young motivated individuals start out in business, guiding and mentorship them to success. He has a natural ability and is surprisingly good at relating to people from all walks of life, he is a people person. He is also complimented on the care and attention to detail which allows clients to see independent solutions they didn’t think were affordable or possible and create an enhanced and more simplistic experience.