Hi, I’m Bruce, and thanks for stopping by.
With more than 20 years’ experience across lending, wealth management and insurance advice, I take a practical, down-to-earth approach to helping individuals, families and business owners protect what matters most and achieve their financial goals.
I take a consultative and holistic approach, taking the time to understand what’s important to you and where I can add value through personalised advice. I believe most Kiwis should have the opportunity to get the most from life through good planning, informed decisions and hard work. By combining industry knowledge with real life experience, I help clients prepare for the unexpected while working towards their long-term aspirations.
I’ve seen firsthand how insurance has helped clients access healthcare, replace lost income and receive lump sum payments when unexpected health events arise, easing financial pressure during what is often one of life’s most challenging times.
Outside of work, I enjoy reading, cycling, theatre, and supporting my children’s sporting activities, particularly mountain biking and rowing. When time permits, our family enjoys exploring the many beautiful places New Zealand has to offer.
Please drop me an email or give me a call. I’m here to help you, your family and your business move forward with a clear direction and sense of purpose through insurance and holistic financial advice tailored to what’s important to you.
