Meet our financial management team

Our financial management team has experienced advisers in every financial service to provide you with sound, practical advice about how to manage your money. No matter where you are in your financial journey, we’re here to help you take the next step toward achieving your goals. We’ll find out what drives you and where you want your money to take you. Find an adviser below.

Find someone who can help me with:

in:

Jeremy Cole

Director / Financial Adviser

Mike Murray

Director / Financial Adviser

Will Vermeulen

Chief Executive Officer

Tania Heighway

Financial Adviser

Mortgage, Insurance (Life, Medical and Health) & KiwiSaver

David Riddell

Financial Adviser

Insurance (Life, Medical and Health)

Sue Daulby

Financial Adviser

Insurance (Life, Medical and Health)

Hayley O’Brien

Financial Adviser

Wealth (Investment, KiwiSaver & Financial Planning)

Sean Folan

Financial Adviser

Wealth (Investment, KiwiSaver & Financial Planning)

Bonnie Rowe

Financial Adviser

Insurance Adviser (Business, Home, Car & Contents)

Chantal Kleynhans

Financial Adviser

Insurance (Home, Car & Contents)

Monica Glenny

Financial Adviser

Insurance (Home, Car & Contents)

Michelle Fergus

Adviser Support

Insurance (Business, Home, Car & Contents)

Loma Robertson

Adviser Support

Manager

Kirsty Riddell

Adviser Support

Operations Coordinator

Kate Gustafson

Adviser Support

Wealth & Insurance (Life, Medical & Health)

Jade Price

Adviser Support

Mortgage & Insurance (Life, Medical and Health)

Stacey Bancroft

Marketing Manager

We are hiring

    Why not join us?