Meet Our Team

My focus is on providing the right insurance solutions for my clients to ensure that they have the right cover, at the right time, on the right people. I have worked with a lot of people over the last 20 years and as an Adviser, I can truly say that I am an insurance advocate – a believer in how insurance protects families and businesses. I make insurance relevant to peoples’ lives and help them understand the reasons why they have it.

As a Financial Adviser and the Managing Director of Wealthpoint Nelson, I love my dual role of listening to and looking after my clients as well as overseeing the strategic management of our local business. I am also a Director and Chairman of Wealthpoint Ltd [NZ], our cooperative hub that represents and provides management services to our New Zealand wide members.

I am a Financial Adviser specialising in Investments, originally from South Africa, I met my Kiwi husband in London during my OE and we decided to make New Zealand home 25 years ago. After working in administrative roles in the financial services industry for 11 years, I decided that the timing was right for me to move into advising. I completed my Level 5 V1 Core and Investment Strands in 2017 and have been using the knowledge, skill, and experience that I have gained over the years to develop, implement, and maintain efficient and effective processes to ensure that we offer our clients the highest level of service.

The areas where I can help are KiwiSaver, managed funds, and retirement planning. My thorough understanding of investment advice can help clients navigate the important decisions that can have such a significant impact on the quality of their future financial stability. I am passionate about providing our clients with sound advice at the key stages of their financial journey to ensure they achieve their goals.

My husband, Glen, and I love going on family trips and organise at least one adventure each year. We have thoroughly enjoyed exploring much of what this beautiful country has to offer, as well as trips to visit family and friends in South Africa. With our 3 children growing up and leaving home to study, we are making the most of discovering the joys of the emptying nest!

I understood the importance of insurance in my twenties after starting out in the financial services industry at age 24. With experience and now as a Mum of a young person in my mid-thirties I fully appreciate the sense of security and the difference that having the right insurance in place can provide in your life. I enjoy talking to and educating my peers about health and life insurance and I have become the go to insurance person within my Nelson age group. I am a coffee and dining out enthusiast who balances out lifestyle with going to the gym, mountain biking and walking with my friends and family. I am here to help you with the tricky conversations. So, if you have been thinking about your own personal circumstances and possible insurance needs, please feel free to contact me for a chat.