Authorised Financial Adviser (AFA)
The business environment is both an exciting and rewarding one, but as every business owner or self-employed professional knows, it has its own challenges, risks and occasional tricky situation! I have experienced all of these as a business owner in the retail and wholesale market, which means I understand the importance of having the right protection plan in place for your business.
I came to the insurance industry via a corporate sales and management career and, combined with my strong passion for business, it has given me an edge when it comes to preparing insurance plans for my clients operating in this specialised market. I know how quickly the business climate can change, and how dynamic operations can be, which is why I deliver a tailored solution to my clients.
My commitment to connecting business owners with the right insurance is reinforced through my membership to the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Membership is based on an ethical approach to the insurance industry, something I take great pride in having.
Outside of the office, my wife and boys get about 95% of my time. The other five percent is filled with the Warriors (die-hard fan!), ocean swimming, and growing and collecting bonsai trees.
I look forward to protecting your business with the right insurance.
Areas of Insurance: Business Insurance – key person, debt protection, shareholder agreements, ACC restructuring; insurance for self-employed individuals, group schemes.
Family & Personal Insurance – life insurance, income protection, trauma & disability insurance, health insurance