We’re a close-knit team helping our clients protect what’s most important to them, so they can enjoy more freedom, time and peace of mind to live the life that they love.
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Financial Adviser
Specialising in Personal Risk Insurance
Tashya has 13 years’ experience as a crime scene examiner and behavioral analyst working with the New Zealand Police. These skills transfer exceptionally well to being a Financial Adviser.
Her blend of professionalism and attention to detail means she expertly identifies key information to ensure the cover clients have invested in actually does what they need it to do. Her unique service offering is the ability to understand policies and fine print very well and communicate the nitty-gritty to clients so they can make well-informed decisions.
Tashya is the go-to for solving problems; her analytical ability is her superpower. She’s happiest pushing her limits in the swimming pool or curled up with a book and her cat.
Director & Principal Financial Adviser
Specialising in Personal & Business Risk Insurance
Jaime was in her 20s when fuelled by a Global Financial Crisis her mortgage rate hit 10%, she was made redundant, and without an income she could not meet her inflated mortgage repayments. The worst part was she couldn’t sell her home because the property market had bottomed-out. Life lesson, and it sucked, a lot!
She worked 3 jobs to purchase her first home at age 24, and without expert advice and guidance in lending and insurance, she made common rookie mistakes. It was a tough time, and she learnt many valuable lessons. Jaime has seen clients go through life’s ups and downs and held their hands when their health and financial circumstances unexpectedly changed. Jaime loves that she can empower clients through sharing her knowledge, helping them manage their risk and guiding them towards the ‘Aha!’ moments.
When Jaime’s not with her family and friends, she’s faceplanting yummy food, and enjoying nature hiking in the mountains.
Client Care Manager
Specialising in All Things Admin
Gie is admired for being highly organized and multitasking like a Boss.
She has 15 years insurance experience, including roles such as a Claims Senior, Assistant Underwriter and managing high dollar accounts for services in the hospital and hospice industries. She enjoys assisting clients with managing their risk needs so they can have more time doing the things they love.
On a personal level, she loves trying new eateries, playing volleyball and spending time with her children.
