We act with integrity and always do the right thing

Jared works with individuals and business owners to provide life, health, KiwiSaver, and key person advice. With over 20 years’ experience, he brings warmth, energy, and genuine empathy to every relationship, shaped by seeing first-hand how the right cover can support people through major life events.

Known for his attention to detail and long-term focus, Jared relates strongly to business owners and families balancing protection today with planning for the future.

Dave provides advice across life cover, investment, KiwiSaver, and retirement planning. With more than 20 years in the industry, he takes a calm, considered approach and values building strong, long-term relationships with his clients.

He enjoys taking the time to really understand people’s situations and is a trusted mentor within the team, bringing balance and perspective to both clients and colleagues.

Scott advises business owners on commercial insurance, Key Person Cover, Shareholder Protection, and Group Life and health solutions. With 18 years’ experience, he is energetic, efficient, and strongly focused on delivering clear outcomes.

Scott puts himself in his clients’ shoes, understanding the realities of running a business and the importance of insurance that actually works when it’s needed.

Holly works with business and personal clients, providing advice across commercial and domestic insurance. She is known for her empathetic, caring approach and her ability to connect easily with people at all stages of life.

With over five years’ experience, Holly brings a calm, can-do attitude to even the most stressful situations, helping clients feel supported and understood.

Mitch supports clients with business and domestic insurance advice, with a strong focus on finding better solutions and getting the details right. Detail-oriented and task-driven, he brings efficiency, strong product knowledge, and a growing strength in relationship building.

He is solution-focused and committed to doing things properly the first time.

Bindu provides advice across life, health, KiwiSaver, and group insurance solutions. Friendly and accommodating, she is known for her clear communication and prompt support.

With over five years’ experience, Bindu has a strong background in KiwiSaver and has developed particular expertise supporting group health clients who value clarity and responsiveness.

Josh advises younger clients on life, health, and KiwiSaver solutions. Methodical and approachable, he takes care to ensure advice is accurate, well explained, and aligned with each client’s needs.

As the newest member of the team, Josh brings a fresh perspective and is particularly relatable for clients early in their careers.

Shweta oversees policy management, renewals, and ongoing client support, while also providing general insurance advice. Calm, friendly, and highly organised, she plays a key role in keeping everything running smoothly.

She is especially skilled at managing changes, renewals, and payment issues, helping clients feel supported during what can otherwise be stressful moments.

Taka provides advice across Life, Health, and KiwiSaver, with a strong connection to New Zealand’s Japanese community. With over 20 years’ experience, he is known for his integrity, attention to detail, and the trusted relationships he builds with clients.

He is an invaluable support for clients who prefer advice in Japanese or value culturally informed guidance.