Ensure you have the right protection in place to secure your future and the future of your loved ones. Speak with our team of trusted advisers today and experience insurance the Millenium way.
I established Millenium Insurance Group with the goal of creating a company where insurance advisers operated in the best interests of their clients. I am proud to say this is exactly what Millenium Insurance Group offers today. We are an insurance company where advisers take the time to understand our clients’ needs and only ever do what is best for them. As a result, we are privileged to have many long-term clients.
As an insurance adviser myself (I am a member of the Sovereign Qualifying Financial Entity) I have experienced the personal satisfaction of knowing I have done the right thing for my clients when it comes to claim time. My primary motivation is safeguarding the future financial wellbeing of my clients in both their home and business lives. If the right insurance plans are put in place, our clients not only have peace of mind they, their families and business interests are protected, they receive the knowledge their future is secure.
Away from the office, I enjoy travelling with my best friend and wife of 34 years, Suzanne. Together, we raised our seven children and are now the proud grandparents of 13 grandchildren and great grandchildren.
I look forward to welcoming you as a client of Millenium Insurance Group.
Control, choice and certainty – this is what I believe you should experience when taking out insurance. And that’s the approach I take with my clients here at Millenium Insurance Group. As a senior risk adviser, I make sure you have control of your own destiny, and I help you gain this control through my 22 years of experience in the insurance industry.
Born and bred in the Waikato, I’m a keen sports fan (rugby and cricket in particular), an enthusiastic foodie, I enjoy travel and I love history. All of these interests, combined with my knowledge of insurance, enables me to connect with my clients. That connection is important because to devise the best protection plans for you, I try to take the time to understand your situation. At Millenium, our insurance plans are needs-based because that secures you the best protection.
Outside of the office, family time is important to me. My wife, Kuljeet, a senior science consultant, and I have brought up our two sons, Devon and Shaan. Both are keen sports enthusiasts both on and off the field like me. I have also spent time coaching junior cricket.
Something a lot of people don’t know about me is that I am quite superstitious – so Friday the 13th is always an interesting time with me!
I look forward to connecting with you.
Areas of Insurance: Group Insurance, Family Insurance, Business Insurance – key person, business debt, shareholder protection, Health Insurance
With more than three decades working in the Insurance and Financial Services Industry, I possess the experience and expertise to uncover my clients’ needs and provide a professionally designed Risk Insurance solution for them tailored to their individual situation.
My previous experience as a Stock and Station agent in the 1980s has also enabled me to connect with clients in the rural sector and identify their unique requirements for insurance. I also deal extensively in the small business and family protection markets.
I pride myself in providing my clients with regular reviews to make sure their insurance programme is still appropriate as their circumstances change. I strive to create a connection with all my clients and am always there to help at claim time.
I am a family man. My wife Alison is a Careers Adviser at a local high school and we have two sons, Liam and Reuben, who are both currently university students. I have a passion for sport, especially rugby and cricket, and I enjoy keeping fit through cycling, swimming, walking and playing golf.
I look forward to protecting you and your family.
Areas of Insurance: Rural, Business and Family markets.
Life Cover, Trauma Cover, Permanent Disablement, Income Protection, Mortgage Protection and Health Insurance.
Financial security and stability – that is what I want each of my clients to feel once they have the right protection plan in place. I have worked in the insurance industry for more than a decade and during that time I have seen how the right insurance can provide my clients with security for the future. That’s what I set out to achieve with each and every one of my clients and it’s why I continue to have a passion for the industry I work in.
Prior to joining Millenium Insurance Group, I worked for Fonterra. My time in New Zealand’s biggest export earning industry gave me invaluable insight into the country’s rural and primary sector as well as the business dynamics that flow into to so many other parts of our economy.
That insight has equipped me to work with clients across all areas of personal and business sphere to create a comprehensive insurance plan for their situation. The insurance landscape is unique and it gives me tremendous satisfaction working with my clients, knowing that I can provide insurance services that are tailor made to their needs.
When I’m not meeting with clients or reading through lengthy insurance policies, I enjoy playing golf and supporting my children’s’ sports team. I can also cook a mean Indian lamb curry and an equally mean Indian barbecue.
I look forward to providing you with financial peace of mind.
Areas of Insurance: Family and Income Protection, Critical Illness and Health, Business Insurance – Shareholder protection, Key person, Debt protection.
After spending six years in the industry and gaining a National Certificate in Financial Advice (Level 5), I enjoy finding out what drives my clients – what’s important to them and those close to them.
I genuinely enjoy sitting down face to face with people to discuss their insurance needs and working with them to formulate recommendations to ensure their life and lifestyle are comprehensively protected at a cost-effective price.
I don’t believe there’s a panacea or silver bullet as far as insurance goes, so any policy needs to suit current circumstances. I provide clients with relevant information about which insurance would be the best fit for their current situation and am always aware everyone has a budget.
I understand everyone has different goals and values. Because life doesn’t always go to plan, we need to make sure our loved ones are protected – and that’s my specialty.
Outside of business hours, I love spending time outdoors, whether that’s mountain biking, travelling, exploring new foodie hubs or spending time with my three adult children and partner.
I’m a proud King Country native, having lived in Taumarunui my entire life. It’s a region which I am passionate about as it provides a central location and more outdoor opportunities than most.
Following secondary school I moved into the meat industry as a meat inspector for 17 years. During this time, I also spent brief periods working at Whakapapa ski fields.
I am an avid sports competitor and fan. Over the years, and along with my two older children, my main participation has been with squash, rugby and snow skiing. I have also served on several administrative committees and boards within these sports. In 2011 I was appointed as a Justice of the Peace for New Zealand to serve the community.
With personal experience in both death and serious illness of key family members and close friends, I have developed a huge sense of the importance in having the right risk insurance plan in place. Getting the best quality advice is crucial and I pride myself on providing my clients with risk solutions centred around their needs.
I look forward to meeting and dealing with clients in the King Country/Central Plateau and surrounding areas.
I began working at Millenium Insurance Group in 2011 as the receptionist, and have worked my way up to compliance manager/personal assistant to Gary Robertson and Andrea Liddle – with the birth of my son and maternity leave along the way.
I am the person behind the scenes, when an adviser is unavailable, I step in to help where I can. As compliance manager, I take all information gathered during a client’s appointment, and enter it into at he Statement of Advice Portfolio, outlining the client’s concerns, goals and what kind of insurance best suits them and their family’s needs.
When it comes to clients, my approach is to be kind and friendly. I like to start and end conversations on common ground, whether that’s the weather or children! I also have a great lolly jar, which has won me a few hearts this year!
I grew up in Raglan with the beach at my door, so being outside with nature is a favourite pastime for my son and I.
At Millenium Insurance Group, what really makes our advisers stand out is the value they place in establishing relationships with our clients. That stems from Millenium’s founder, Ashley Carson. As his personal assistant, I have witnessed the importance Ashley places on building a rapport with those around him, not just staff but clients as well. It’s why I enjoy working for Millenium Insurance.
As personal assistant for Ashley, I am responsible for supporting him and other advisers, preparing policy information, basic alterations and administering claim documentation. There’s not a lot I don’t know about insurance or the process. I believe insurance is an integral part of all our lives but it’s essential to have the right insurance for your individual situation.
Outside of the office, my husband Chris and I are kept on our toes by our young daughter. We love spending family time at The Mount. I’m also a great supporter of small locally-owned businesses. Sometimes my credit card balance shows just how great a supporter I am!