Marcus is an experienced financial advisor, having returned to NZ 12 years ago after working in the banking industries of both London and Amsterdam.   He has been providing specialist Risk and Insurance advice to his clients for over a decade and has considerable expertise in:
  • Individual and families
  • Helping self-employed/business owners with their overall risk protection strategies in conjunction with ACC structures
  • KiwiSaver options and first home buyer KiwiSaver subsidies

Contact  Marcus  today for a free no obligation chat

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"Jodie was incredibly helpful throughout the entire process from start to finish. As total newbies to the home-buying experience, we really appreciated her patience with our hundreds of questions, and her willingness to explain things in a way that was easy to understand, communicating clearly without all the jargon. ???? Jodie went above and beyond to answer every call and question, every step of the way, and it was a huge help to have someone who could talk to us outside of normal office hours. We are 100% happy with our first home and also with our new bank. We are very grateful to have had her help when buying our first home and would HIGHLY recommend her to anyone looking to buy! ????"