What is my WHY?
Growing up in small town New Zealand I have seen and experienced first-hand, the fallout of bad financial decisions and lack of education.
Having worked in the Finance Industry for the past eight years, first as a banker and subsequently as a self-employed Level 5 Certified Financial Advisor, my goal is to help families understand their money better and secure their future.
I bought my own first home, four years ago with money that I had saved through KiwiSaver.
The global pandemic has brought home to me, just how financially vulnerable we all are.
I build long-standing relationships with my clients by listening and showing empathy – and by making recommendations that are best suited to their individual situation and needs.
I am Auckland based and work with New Zealand’s major Insurance Companies.
If you haven’t reviewed your Insurance in the last 12 months, don’t know who your KiwiSaver fund manager is or don’t have any personal insurance but have had unanswered questions, do give me a call.>