Get in touch with the team!0800 672 537
Yay, there’s more of us…
AFA, Grad Dip Bus
021 918 648
I am happily married and a mother of two beautiful children. I am also a step-mum to four more beautiful human beings who are all grown up and living their own lives now. I intentionally wanted to publicly profess my love for my family first in my blurb because isn’t that what life is all about in the end? FAMILY?
I know through experience and have seen up close and personal, the differences between families who have prepared well for their financial future and those who have not. It is vast and it is real! My passion for doing what I do is derived from seeing this great division. I receive a great sense of satisfaction whenever I have the opportunity to guide, advise and educate people about how they can close this gap by using the simple strategies that will help them achieve total financial health for themselves and the ones they love.
I studied and gained my qualification as an Authorised Financial Adviser while working in the industry where I acquired, grew and sold a thriving financial advice company in Auckland. I helped hundreds of clients start on their own paths to financial freedom by providing them with in depth financial plans which included retirement planning, investments, mortgages, budgeting advise and insurance to cover themselves and their family.
It is my personal goal to help as many individuals, families and future families to make the decisions that will immediately put themselves in a position that will solidify the financial security of the most important people in their lives.
Its what I do and I love it 🙂
Registered Financial Adviser
027 6245 748
I am happily married with 4 kids and am based in Rotorua. I have been in the industry for about 5 years and am really passionate about helping people achieve their goals. I am a people person and find I have great relationships with my clients.
I have always had a love for housing and studied Interior Design out of high school and I bought my first house at 19 plus another house a couple of years later but finally just designed and built my own for my growing young family.
With my knowledge and skills of starting out at a first homeowner through to building, I have gained knowledge to now help others achieve their housing goals. I studied in 2017 and became a Registered Financial Adviser and absolutely love helping others achieve. I am passionate about KiwiSaver and making sure that a full scope of good advice is given to all those that I work with covering Risk Insurance and providing class advice for KiwiSaver.
I love being able to help people’s goals become a reality! I also love anything sparkly, pretty and shiny and am affiliated with Te Arawa, Ngati Kahungunu ki Wairoa and Tuhoe. I am relaxed but professional and really love to go above and beyond for my clients.
Give me a call, I’d love to chat.
Registered Financial Adviser
027 677 2881
I am happily married with 2 kids and am based here in the Bay of Plenty and regularly travel to Auckland. With 15 years experience in the industry and a passion for getting my clients the best results I am excited to bring my experience and knowledge to the team at WealthHealth. One of my favourite aspects of what I do is working with business owners and helping people get into their first home!
I love spending time with my family out exploring our beautiful region and heading down to the snow when we can!
0800 672 537
I have recently moved here from Australia with my 2 gorgeous children and am loving everything about Papamoa and the surrounding area! I have just joined WealthHealth and already know how much they love and value me as I bring my awesome administrative experience to the team!
I like to keep active and regularly attend the Crossfit box and can rap the entire words to Ice Ice Baby. Its a skill I tell you.