I became a Registered Financial Adviser after studying and working for one of New Zealand’s largest insurers. As a financial adviser, my focus is on promoting benefits of the HealthCarePlus Scheme to Education Sector and PSA members and their families. I do this through weekly visits to schools within our region.
I respond to all enquiries from prospective clients.
Because insurance is pretty complex, I prefer to meet face to face with clients to assess their needs and make recommendations. However I appreciate client location and time constraints sometimes result in telephone and email contact being preferred