When people think of insurance or investment advisers, they think of greasy salespeople.
The type of person who would try to talk you into taking out an expensive policy you don’t understand that the insurer will try to wriggle out of when you come to claim.
We love nothing more than smashing that misconception to pieces and proving to our clients that there is another - much better - type of adviser out there and that sorting out your insurance and KiwiSaver can be - dare we say it - an enjoyable experience.
Julia and Ben are based in Red Beach on the Hibiscus Coast of Auckland with their two young boys.
We look after clients in our area, greater Auckland and NZ wide.
As a small company, we are agile and make use of technology to make the process as simple as possible for our clients.
Ben began as a financial adviser at the start of 2021 after a career in the marine industry.
He has an extreme depth of knowledge about different financial services products and how they can be applied to achieve a solution. His skillset focuses around identifying simple solutions for complex problems. Whether you’re a big picture person, or you love the nuts and bolts, Ben will be able to cater to you and will take the time and care to make sure you understand the advice and the process.
He holds a Bachelor of Science and the required Level 5 Certificate in Financial Services that allow him to practice as a financial adviser. He is qualified to give advice about personal insurance and investments. His Financial Services Provider Register number is 773517.
Julia has been a stay at home mum for the last few years and is slowly increasing her work hours as the kids get more independent.
She has had a career in customer service with many different client facing roles including sales support and front of house for some of New Zealand’s best known companies.
She looks after lead generation and some administration and underwriting support.
