Business overview
I'm a Certified Financial Adviser with nine years experience in the finance industry. I have made helping people make informed decisions about their finances my passion and livelihood.My background in the retail and banking and financial services industry makes me the perfect listener, understanding what my client want and need and offering tailor-made solutions.
I understands the importance of making informed investment decisions first-hand, having used KiwiSaver to buy my own first home. Assisting people to grow their savings and step onto the property ladder is what makes my motivation, deep seated and personal.
I combine a genuine interest in people, a sense of sheer enjoyment of life, knowledge and experience, with a strong commitment to go the extra mile for my clients to ensure they are getting the best cover possible for reasonable premiums; I have a reputation for being able to demystify the complex world of insurance and KiwiSaver.
Products and services I offer
Lets make a plan using KiwiSaver advice and Personal Insurance recommendations. Where are you now, where do you want to be, how do we get there?Kiwisaver Advice
-Class Advice for the Employed, Unemployed, Self Employed and Under 18s
Personal Risk Insurance Cover:
-Life
-Trauma & TPD
-Income/Mortgage/Rent & Household Expenses Cover
-Private Medical Cover
-Specialist & Tests, Dental & Optical, GP & Prescriptions
Why I'm in the Venus Network
I love being in Venus, it's such a great way to constantly monitor the way you operate your business and the ways in which you can make it better and more successful.People listen and you can feel it. Everyone is very like-minded - wanting to grow other people’s businesses along with their own.
I recommend Venus to everyone!
My gallery
Testimonials
Finnerty lambermonI have been a client of Shonas for 3 years now, initially meeting her through a different company. When she moved on I had to follow! Shona is the most approachable, understanding and caring woman and I immediately warmed to her down to earth , no nonsense and straight up approach. Being a single professional female, my situation is different and despite this she has ensured I've had my unique interests considered when it comes to getting the appropriate level of cover. This is a kind of customer service level rarely seen nowadays and I am so thankful for it! I constantly recommend her to any friends I know who are looking to revamp or get insurance, I know they will be in good hands with her whatever their goal is. Can't recommend Shona enough - you need insurance? She is your girl!
