Hamilton, Waikato, New Zealand
I’m passionate about helping people enhance their financial wellbeing and make confident, informed decisions. As a qualified Financial Adviser, I enjoy building strong, lasting relationships and providing personalised guidance that truly makes a difference, helping clients feel secure and empowered about their financial future.
I managed a portfolio of corporate clients, delivering personalised financial advice directly within the workplace to support employees’ financial wellbeing. I designed and implemented tailored financial strategies, including retirement and investment plans, aligned with individual goals and risk profiles, ensuring full compliance with New Zealand financial regulations. By building strong, trusted relationships, I helped employees make informed financial decisions and created lasting value for both individuals and organisations.
Managed a diverse global client portfolio, developing strategic account plans, analysing travel spend data, and building long-term relationships to drive retention, profitability, and sustainable growth. Delivered cost-saving initiatives, client reviews, and retention strategies that enhanced satisfaction and strengthened partnerships.
Managed a diverse global portfolio of 70 business travel clients, developing strategic account plans, analysing travel spend data, and building long-term relationships to drive retention, profitability, and sustainable growth. Delivered cost-saving initiatives, client reviews, and retention strategies that enhanced satisfaction and strengthened partnerships.
Managed a team of 22 travel consultants, overseeing recruitment, training, and performance coaching while fostering a high-performing and client-focused culture. Built strong client relationships through consistent engagement and led crisis management responses during major travel disruptions such as fleet groundings and ash clouds. Implemented performance improvement plans, mentored underperforming team members, and introduced monthly client scorecards to track service metrics and drive continuous improvement.
Managed domestic and international travel arrangements for corporate clients across air, accommodation, car hire, and ancillary services. Recognised in the top three percent of consultants nationwide with the prestigious Pacesetters Award in 2009 and 2010 for outstanding performance and service excellence.