Business overview
I own my business with my husband, Neil. We have a saying, `one metre wide, one kilometer deep,' which, for us, means that we've built our business on deep relationships. I expect to go through each life stage with my clients - as they buy their first home, when they have kids, as they change jobs, when they need to claim on their insurance (as we all will at some stage), and as they grow their savings for retirement ... and in time, help their kids buy their first homes. This is the foundation of our business. And yes, we're small, but that just means that we have to run faster that everyone else to survive. We work harder for our clients because it's how we do business, but also because we just have to.
Products and services I offer
I’m a self-employed, level 5 qualified financial adviser with 15 years’ experience in finance and I try to make insurance affordable to everyday Kiwis. I provide financial advice with a focus on personal and disability insurance and KiwiSaver. I'm not aligned to any one insurer or KiwiSaver provider, and I hold accreditations with all of NZ’s top insurers and top performing KiwiSaver providers. I specialise in health, life and trauma insurance as well as mortgage and income protection.
From: Laurinda Sanders - Howick
ServiceProduct: Personal Insurance
Recommendation: Shona is very knowledgeable and made the whole process of applying for insurance very easy. She had lots of great advice but also listened to what I was looking for and what I needed cover for and put together a great package to get me the cover I needed at a great price.
I would highly recommend talking to Shona about your insurance needs.
