Auckland, Auckland, New Zealand
I'm passionate about helping people succeed and protecting what matters most to them. With 5 years of experience in insurance and investments, I’m driven by empowering individuals to make informed decisions that support their long term security and well being. At MAS, I provide tailored advice on life and disability insurance, as well as KiwiSaver, Retirement Savings Scheme and Managed Funds focusing on professionals and families. I take a holistic approach, ensuring clients not only grow their wealth but also have the right protections in place to navigate life’s uncertainties. I believe financial advice should be both relatable and professional. My goal is to create a trusted, supportive space where clients feel confident discussing their goals. By understanding what truly matters to them, I design strategies that safeguard their lifestyle, assets and loved ones. Ultimately, I aim to give clients peace of mind knowing they’re prepared for the future and supported every step of the way.
Life & Disability Insurance and Investment adviser
KiwiSaver and Managed investment scheme adviser
Achievements: 1. Top adviser for client save ratio quarter 3 of 2020 2. Top 3 adviser for sales to action ratio quarter 3 of 2020 3. Top 3 adviser for client save ratio quarter 4 of 2020
Member of Youi NZ management program. This program is designed to prepare future leaders of the business. As a part of this program I have: - Temporarily managed a team of 10 Members - Created adviser performance improvement plans - Provided on going 1 on 1 & group coaching - Mentored advisers - Compliance auditing
Responsible for selling general insurance products Achievements: 1. $1 Million+ AUD in gross written premium in under 14 months 2. Top 3 advisor for gross sale to action conversion for quarter 3 of 2019 3. Top 3 advisor for cross-sales quarter 3 of 2019 4. Top 3 advisor for cross-sales for quarter 4 of 2019 5. Shining star award recipient for customer service quarter 3 2019 6. Shining star award recipient for customer service quarter 1 2020