I am an experienced financial adviser specialising in providing personalised insurance advice from my own independently owned business. I have a background in financial services, company ownership, trust operation and am well versed in financial accounts etc. Previously a salaried 'authorised financial adviser' (AFA) providing investment advice, and until April 2024 provided mortgage lending advice before choosing to solely focus on helping Kiwi's with their insurance requirements. Proven retail banking management and experienced people coach. Promoter of financial literacy for New Zealanders and has actively presented at various seminars to communities around the wider Hawkes Bay area. My philosophy is to help and ideally provide financial advice in a manner that provides both understanding and also relevance to you.
With a multitude of 20 years experience across the finance sector. Abby believes in a solution based focus approach when interacting with our clients.
Abby's key role within the business is providing dedicated adviser support for Rod so we can assist you in achieving your financial goals or protecting what is important to you
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