Halo Advisers Limited

I used to train advisers and those who aspired to come into the industry. Having done that for 10 years and with the recent change in regulation, some advisers are choosing to retire early. Our industry needs more good quality advisers and ensure Kiwis could still avail good advice, I decided to leave my senior role and start giving advice and set up my own brokerage. I have also seen many clients not get good advice which is disheartening as this can lead to a family missing out on their claim when they need it the most, to ensure that even if I could help one family and do my bit, I had to get myself out in the field.

I work on 2 main principles, Trust & Relationship. My advice is not based on sale, it is all about you and yours that we need to protect. Apart from my extensive experience and knowledge, I genuinely do this to protect families and their assets.
I am a big believer in karma and it is something my dad taught me since I was a child. You get what you give, hence I always keep my clients my best.

Yes, given the current environment we live in, most businesses can be done online. I have clients in Auckland, Wellington, Tauranga, Christchurch and Dunedin. I use Zoom and Google meetings platform to meet people remotely and use secure document signing platforms such as docu sign to complete forms etc.

I have adhered to all Govt protocols, keeping within lockdown rules, getting vaccinated, staying within your bubble and also the importance of sanitising. We can offer our services without contact to keep everyone safe.