“I am passionate about Insurance because it helps people – it helps during some of the most difficult and emotionally challenging times in life. It truly can be invaluable. I feel very privileged to assist clients through the journey from beginning to end”.
Theresa began her career in the Financial Industry straight from school where she developed an extensive knowledge over a 20-year period. Her career included management, learning and development roles, training financial advisers.
In 2002, Theresa decided to use the knowledge and training she had received and became a financial adviser herself and has never looked back.
Specialising in Insurance, KiwiSaver and Investments – Theresa believes that one of her most important roles is to listen and help you identify your needs and to ensure her clients are well informed of what is available to empower them to make confident decisions for their financial life.
As someone who has personally experienced the importance and power of insurance after the loss of her husband at a young age of 38, and a Trauma and Health Insurance claim in 2017 ….. it can happen and it pays to ensure you can cope financially if it does.
Theresa also strongly believes in helping New Zealanders plan for retirement – as early as possible utilising various tools such as KiwiSaver, Superannuation and Investment plans.
As you will find working together with Theresa, she takes a long-term view of her client relationships – feeling strongly that she can add the most value by providing ongoing guidance over the years as her clients' needs change.