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About me

A passion for helping people to understand insurance

How often have I seen a news story where a person has suddenly died or is seriously injured, and wondered if they had insurance in place. That's what motivates me to help others to understand insurance and protect those they love.
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If we can, then why not?

As we move through life we gather much and learn a lot. I enjoyed 20+ years in Life Insurance as a Senior Adviser, working for large corporations, banks, insurance companies, and self employed. I gathered much, and learned a lot. Now is my time to share that knowledge with you, without me or anyone else trying to sell you anything. A Free Community Service to help you understand and be better prepared.
Biography & Experience
I came from a farming background in Southland, my father was a leading Horse Trainer. After attending Otago University, I spent time in the fitness industry before entering the Insurance Industry in 1984 when I joined Provident Life Insurance Company, which was eventually purchased by Royal Sun Alliance. I spent some time in Australia, again in the fitness and in sales, before coming back to insurance in 2000 when I joined Crombie Lockwood in Christchurch. Over the following 20 years, I worked for: AON Insurance Brokers, AXA, Kiwibank Insurance, Stone & Associates, ANZ Bank Insurance, TOWER, and NIB. I also ran my own business as a Financial Adviser in later years. In the early 2000s I studied for a minor Life Underwriter Qualification, which allowed me to work within AXA Life Underwriting for a period of time, this being an invaluable learning experience which helped me a lot in the following years as a Senior Life Insurance Adviser.
Then and Now
I loved my time working within the Insurance industry, the people, and the thousands of Clients I sat with at their kitchen tables, or in their offices and boardrooms. It was an honour and privilege for them to trust me with their very personal medical and financial information and then to provide them with easy to understand options to protect them, their families, and in many cases their businesses and staff. I love insurance and love talking about insurance and helping people to understand it - it's my way of giving back. I look forward in the following years to continue to provide good information (but not advice) to help people, and to answer questions they may have.
Disclaimer: I provide information only. No statements or information on this website should be taken as "personal advice". As a retired Senior Insurance Adviser I can no longer provide advice or arrange insurance for you. Before taking out an insurance policy or making changes to existing covers it is usually wise to meet with a Registered Financial Adviser. This website is a Free Community Service to New Zealanders.
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