All the advisers at Shape Life Brokers meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice).
They also meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure we treat you as we should, and give you suitable advice).
Your adviser will work with you to understand your needs and provide you with advice on the best coverage for your risks, and will:
I am the owner of Shape Life and Financial Brokers, and have worked in this industry since 1987. I am a Hawkes Bay boy who still enjoys the provinces.
My thirst for continual knowledge and passion for marketing, along with hard work and being personable make me an asset for my clients business.
I am qualified to give advice on risk, health and investments products.
I am the father of four beautiful girls and happily married to Julie. My interests include spending time with my family, socialising with close friends and especially rugby and trout fishing.
My objectives in life are to enjoy everything I do whether it be work or play. Also to be a good parent and husband and to somehow make a difference in whatever may come my way.
My wife Liz and I have been living in Napier for 38 years now and have three daughters and seven grandchildren.
My previous roles have always involved sales and marketing, and with that comes building connections and relationships with people. This is something I have always enjoyed.
Being in the financial services industry since 2005 has allowed me to develop a particular interest in personal risk and small to medium business risk analysis.
I am qualified to give advice on risk and health products.
I am keen on all sports and regularly play tennis and walk for enjoyment.
I have been in the insurance industry since 2010 and I am qualified to give advice on risk, health and investments products.
I enjoy helping people to protect their lives and their property. I am passionate about being honest, reliable and trustworthy.
I am married to Kerry, we have 3 sons and a daughter. We are blessed with three beautiful granddaughters and a grandson.
Currently I volunteer my services to Junior Rugby and Senior Rugby within a local rugby club, whether it be helping with the committee or running the club operations.
My motto in life is ‘enjoy life as much as possible as I may not be here tomorrow’.
I have been in the industry since 2010 and joined Shape Life Brokers in 2017. I am qualified to give advice on risk and health products.
My husband Paul and I have 2 teenage children and he operates a painting & decorating business.
I enjoy people contact and over the years have been involved with many fundraising activities. I regularly attend a gym and love going jet-skiing with my kids!