I have spent the majority of my career in Financial services, both in the UK and New Zealand. I have extensive experience in insurance, mortgages and investments, including KiwiSaver.
I am able to offer insurance products from Asteron Life, Fidelity Life, AIA, Cigna, Partners Life, NIB and Accuro.
For investments I can offer products including KiwiSaver from ANZ, Generate, Booster and NZ Funds.
My passion is to make sure my clients have the best plan available to them which suits their individual circumstances.
My family and I moved from Scotland in 2005 to be closer to family already in New Zealand. We gravitated to Papamoa in the sunny Bay of Plenty. I love the outdoors and can be found regularly on the beach with my dog, walking up The Mount or enjoying time with family and friends.
I travel to see clients regularly in Bay of Plenty, Waikato and The Coromandel and thanks to video conferencing, including Zoom and Skype, I can work with clients throughout New Zealand.