Corey brings a unique background to his role as a Lifestyle Protector.
He started his career in 1993 working on the corporate side of the Insurance industry, over a period of 17 years he worked for 2 of New Zealand’s now largest insurance companies. Some of these roles included Claims Management, Medical Underwriting and Business Development. All of which gave him a very broad understanding of the Insurance industry and the products available in today’s market. It is this in depth knowledge and experience that has greatly benefited Corey’s clients and is very rarely found amongst Insurance Advisers.
Outside of being a Lifestyle Protector, Corey is also actively involved in Surf Life Saving at both Piha and Hot Water Beach. Corey also has a love of surfing, heading off to Indonesia annually to get his “fix”. He is also a keen fisherman/diver and actively keeping fit with his many other pursuits plus he plays the guitar albeit quite badly…..
Malcolm is a seasoned veteran of the insurance industry having started his financial services career by joining AMP in 1982. Specialising in fire and general and liability risks, you’d be hard-pressed to find someone as knowledgeable and experienced anywhere in the Coromandel.
Having established a successful career and business in Auckland, Malcolm now lives in Flaxmill Bay with his wife, enjoying the more relaxed lifestyle offered by living and working on the Coromandel.
An Authorised Financial Adviser, Malcolm prides himself on providing outstanding client service and always being there to help at claim time.
I’ve been in the industry since the 1980’s. I’ve experienced three financial crashes and I understand the need for patience and a balanced and unbiased view to assist clients to not become too anxious or panic and sell assets at the wrong time.
As one of only 5% of NZ advisers holding both international CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) qualifications, and a Master in Business Administration (MBA), I have the foundation of knowledge to offer quality advice.
I genuinely care about my clients, and maintain a close on-going relationship with them, regularly reviewing progress and working with them over time to ensure their goals can be met.
Malcolm is a seasoned veteran of the insurance industry having started his financial services career by joining AMP in 1982. Specialising in fire and general and liability risks, you’d be hard-pressed to find someone as knowledgeable and experienced anywhere in the Coromandel.
Having established a successful career and business in Auckland, Malcolm now lives in Flaxmill Bay with his wife, enjoying the more relaxed lifestyle offered by living and working on the Coromandel.
An Authorised Financial Adviser, Malcolm prides himself on providing outstanding client service and always being there to help at claim time.
Corey brings a unique background to his role as a Lifestyle Protector.
He started his career in 1993 working on the corporate side of the Insurance industry, over a period of 17 years he worked for 2 of New Zealand’s now largest insurance companies. Some of these roles included Claims Management, Medical Underwriting and Business Development. All of which gave him a very broad understanding of the Insurance industry and the products available in today’s market. It is this in depth knowledge and experience that has greatly benefited Corey’s clients and is very rarely found amongst Insurance Advisers.
Outside of being a Lifestyle Protector, Corey is also actively involved in Surf Life Saving at both Piha and Hot Water Beach. Corey also has a love of surfing, heading off to Indonesia annually to get his “fix”. He is also a keen fisherman/diver and actively keeping fit with his many other pursuits plus he plays the guitar albeit quite badly…..
I’ve been in the industry since the 1980’s. I’ve experienced three financial crashes and I understand the need for patience and a balanced and unbiased view to assist clients to not become too anxious or panic and sell assets at the wrong time.
As one of only 5% of NZ advisers holding both international CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) qualifications, and a Master in Business Administration (MBA), I have the foundation of knowledge to offer quality advice.
I genuinely care about my clients, and maintain a close on-going relationship with them, regularly reviewing progress and working with them over time to ensure their goals can be met.
