“ It won’t happen to me…it can happen…it did happen!!!”
Those were the words of a client, who was very appreciative of my help in their time of need after an income protection claim following a heart attack. They thought they were invincible however made the decision to implement a risk insurance plan ‘just in case’.
Since 1999, I have been advising clients around their personal risks and implementing risk protection plans to ensure their financial wellbeing and financial independence when faced with adversity. I am truly proud to be part of this magnificent industry and of the contribution I’ve made in delivering millions in claims for my clients over the years.
Prior to starting my Financial Adviser career, I was employed as a District Manager for LIC in the Agriculture sector for 8+ years. My role was customer facing and relationship building, alongside managing a team of sales reps and seasonal AB Technicians delivering goods and services to just over 500 Farms in the Waikato.
I am married to Tamara and we are the proud parents of twin boys Mitchell & Tyler (Adults now…where did that time go?). I can often be found skiing at Turoa on a bluebird day or down the beach paddleboarding and finding time to relax!
I specialise and can advise on the following:
What was your favourite family vacation as a kid?
Summer holidays chilling at the beach – Glamping at my parents humble plot in Whangamata. Priceless!
It’s 1am, what’s your go to karaoke song?
“Wish you were here” Pink Floyd