Meet Our Experienced Financial Advice Team

Financial Adviser | Director

Qualifications - BCom (International Business and Marketing), NZ National Certificate in Financial Services: Core, Life Insurance, Investments.

Jess is hugely passionate about helping people get ahead financially, and understand the complex world of KiwiSaver & insurance. Jess also has a financial education platform called Ducks in a Row which shares knowledge & info about all things money related.

Financial Adviser | Director

Qualifications - NZ National Certificate in Financial Services: Core and Life Insurance Strand, Trusted Adviser Certification (Financial Advice NZ)

With over 30 years in the world of Insurance, Kevin’s industry credibility is second to none. Bringing a wealth of knowledge, experience, and leadership to the team - Kevin has built his success by going the extra mile for all his clients.

Client Care & Operations

Whitney brings a wealth of experience from working with one of New Zealand's leading insurance providers and is our in-house Client Care & Operations specialist, helping ensure our clients receive exceptional service every step of the way.

Whitney is here to assist with claims, policy enquiries, and day-to-day client support. Her knowledge, dedication, and genuine care make her an integral part of our team, ensuring every client feels well looked after.

Financial Adviser | Director

Qualifications - BCom (Commercial Law and Marketing), NZ National Certificate in Financial Services: Core, Life Insurance, Mortgages & Investments

Luke’s aspiration is to educate New Zealanders about growing and protecting their most important assets. He mainly works with small to medium size business owners, and young families who need holistic, practical advice.