Steve has been in the insurance industry for over 30 years, the last 12 in the life industry, is an Authorised Finanical Advisor and a member of Newpark Financial Services.
He has accreditation from all major insurers to provide their products and completed the National Certificate in Financial Services.
Steve will review all your current covers and discuss your goals and objectives on your present situation. He will then tailor a package to suit your needs and budget.
Outside of Work Steve can be found refereeing Football, helping out at the Foodbank or as a Grandparent raising his Grandchildren.
Tania looks after all the office administration duties, the behind the scene duties.
Away from work Tania can be found looking after our Grandson Conrad or helping the children.
Charles was in banking [personal & small / medium business] for 40+ years before joining Steve in early 2018. He has also worked as an accounting technician and small business adviser. He is an Authorised Financial Adviser - focussed on the advice business as much as he is on getting the best interest rates and lending solutions.
Charles is able to assist at no cost to you as the business receives commissions from the banks.
Outside of work Charles is often in his home-office doing his homework! Other than this he is with his good wife, Cecile, or tramping in the hills with his colleague Kenny and dog Toby. Charles’ contributes to the community to the extent of what he does for customers in their financial matters. Steve is a role model to him for his wider community service and involvement.
Hayley has been in the insurance industry since 2001. She had a few years away from insurance to have children and start a family. She then came back to the office in April 2016.
Hayley is usually the first point of contact and is able to assist with your insurance enquires and pass on any mortgage enquires.
She enjoys helping with the Mortgage side of the business and continues to gain new knowledge as each case is different.
Outside of work Hayley is a dedicated mother and is kept busy by her 2 children. She loves to be involved in their sport and encourages them to do their best. Hayley likes to be outdoors and enjoys getting into the garden at home.
Australian Pension Scheme...
Do you have money tied up in an Australian Pension Scheme?
We now have the ability to transfer this over to a Kiwisaver fund.
Contact us now to find out how we can tidy this up for you.
We are available at any time to review all of your insurance needs, at no cost to you. So why not see if we can save you some money and make sure you are adequately protected. We will ensure if the worst happens, there is suitable financial assistance for you.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell me so that I can try to fix the problem.
If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact my Disputes Resolution Provider, Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements. You can contact FSCL at:
Address: 13th Floor, 45 Johnston Street, Wellington
Telephone number: 0800 347257 or (04) 472FSCL (472 3725)
Email address: firstname.lastname@example.org
Level 1 Public Trust Building,
Cnr Perry and Chapel Streets,
P O Box 943, Masterton
P: 06 370 1904
Steve - insurance and mortgages
0274 108 534
Charles - mortgages and all lending matters
027 624 5509