Our financial advisers not only have the nous and experience to offer great advice – as well as the qualifications to back it up – they’re great listeners too. They’re genuinely interested in you. They want to know where you are now, what you want to get out of your life, and what you hold important. So, they listen first, then work out a tailormade plan to help you get there. What’s more, it’s all in plain English. And if the plan changes they’re right there beside you on your journey, for the long-term. You can meet them here.
I wake up in the morning, get my three children ready for school, then help New Zealanders live their best life possible through good financial advice.
I started my career in the financial services industry in 2008, before becoming the principal, adviser and general go-to-guy for LifeFirst in 2012.
I have a real passion for providing Kiwis with great, tailored financial advice so they can make good decisions. That passion remains strong and is shared with the rest of the team.
With a front-to-back knowledge of the industry and a practical view of people’s needs, I love breaking down the barriers to gain clarity and great outcomes for our clients.
Yes, I’m great at organising insurance, mortgages, KiwiSaver and investments for my clients, but my real skill is listening and ensuring the right outcome happens. I’m there with my clients to celebrate when they achieve their goals, but I’m also there when things don’t go to plan and they need my help on insurance claims, estate action or simply getting through life.
My spare time is spent with family and friends, enjoying the Kiwi beach lifestyle. There’s nothing better than fresh sea air and all things on top and in, the ocean.
As an adviser at LifeFirst, my job isn’t just about getting my clients’ finances sorted – it’s also about forming long-lasting relationships.
In fact, I’ve made a career from building relationships - working in several leading roles within the travel industry before setting up my own hospitality marketing business. In 2015 I joined LifeFirst to extend my skills and ethical approach to helping clients with their financial needs and the rest, they say, is history.
I’m results-oriented and considered a go-getter who will leave no rock unturned to make sure my clients get the best outcome. While I love getting the job done, I’m more focused on adding greater value to the job than my clients expect. Known for my cutting-edge financial solutions for insurances, home loans and KiwiSaver, I have top industry knowledge and recognise there is no one-size-fits-all solution.
I’m married with two children and enjoy spending time with friends and family. It’s this love of family life, along with my strong morals and life lessons, that help align with the LifeFirst culture - valuing others and doing the right thing.
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I have over 20 years’ experience in the financial services industry and have held admin and office support roles within several large brokerages.
I joined LifeFirst in 2018 as administration support to the director and practice manager and am lovingly called the “administration superstar and office glue” by the team.
My career has been one of growth, continuous learning and up-skilling in this always-changing industry. My main focus at LifeFirst is to make sure the level of customer service to our internal and external clients is of the highest quality. Helping others achieve the best possible results for themselves and their families is the reason why I love working in this industry.
Away from the office, family is everything to me. I am a proud new grandmother and when I’m not doting on my grandchild, you will find me helping my church community.