Specialist in Risk Insurance.
After a 9-year career in construction, being in the finance industry and a part of the friendly and positive team here at Ark Financial Group, has been refreshing. I get excited about being able to help people protect both themselves, and their families financially from life’s various hardships. It’s very rewarding to be able to set an individual or family up for success and to give them peace of mind knowing that if the worst was to happen, they are protected and safe.
I am a qualified Financial Adviser with an NZ Certificate in Financial services.
In my spare time I enjoy reading, playing various games, spending time with my family, friends and little Dog Arlo.
Specialist in Risk Insurance and KiwiSaver.
I love people, getting to know them and helping them succeed financially excites me. Managing finances has always been an interest of mine, which has led to a career as a Financial Adviser.
Being able to help my clients protect their future, better understand their financial goals and ensuring they are on track to achieve them is very rewarding. There is so much power in being in control of your finances; I strive to support my clients to achieve this.
I have a Bachelor of Commerce degree majoring in Human Resource Management and Marketing and a NZ Certificate in Financial Services.
Outside of work I enjoy spending time with family and friends.
Specialist in Risk Insurance, Investments and Financial Coaching.
I enjoy my work immensely. It’s incredibly rewarding to look back on situations where my input has had a positive impact on others’ lives. From helping people enjoy their retirement, to providing income when they can’t work, enabling loved ones to receive medical treatment promptly, and facilitating millions paid out for property damage; I get to see the difference it makes when the right financial planning and cover is in place.
My qualifications include a Graduate Diploma in Business Studies and an endorsement in Personal Financial Planning through Massey University. In 2010, I qualified as a Certified Financial Planner (CFPCM) with the Institute of Financial Advisers.
Away from work I love spending time with my wife and five children. I also enjoy church, friends, tennis and paintball.
Receptionist
Lauren is our cheerful front of desk, who ably assists clients and advisers with queries and paperwork. Away from the office, Lauren’s always horsing around. Yes! She’s fond of horses, especially Miniature ponies.
Executive Assistant and Client Support
Anna assists our advisers, and is a support for our clients. When not at the office, she’s most likely at home with her family, doing DIY, or fixing up old things to give them a new lease of life.
Accounts and Office Administrator
Susanne’s role includes bookkeeping and adviser support. In her spare time, Susanne can be found on the tennis court, holidaying with family, or relaxing with a good book.
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