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I am an experienced financial adviser specialising in providing personalised insurance advice from my own independently owned business. I have a background in financial services, company ownership, trust operation and am well versed in financial accounts etc. Previously a salaried 'authorised financial adviser' (AFA) providing investment advice, and until April 2024 provided mortgage lending advice before choosing to solely focus on helping Kiwi's with their insurance requirements. Proven retail banking management and experienced people coach. Promoter of financial literacy for New Zealanders and has actively presented at various seminars to communities around the wider Hawkes Bay area. My philosophy is to help and ideally provide financial advice in a manner that provides both understanding and also relevance to you.