About Me
Welcome!
Hi! I’m Sarah, your personal insurance and investment expert in New Zealand since 1996. I work with women and families to secure the right cover, from life and health insurance to KiwiSaver and investment strategies, with clarity and confidence.
My goal is to make protecting your lifestyle and building wealth simple, personal, and effective, helping you secure what matters most for the long term.
​
How I'm different from the rest
Advocating for wellness and self-care
Beyond insurance & Kiwisaver, I believe in the importance of wellness and self-care. I recognise that taking care of yourself is fundamental to leading a balanced and fulfilling life, especially in the midst of juggling multiple responsibilities. I consider the connection between insurance and overall well-being in my approach, ensuring that your coverage aligns with your personal priorities and values.
A family-focused approach
​As a dedicated wife and mother, family is at the heart of everything I do. I understand the joys and challenges of building and protecting a family, and it drives my passion to help other families protect their future. With a family-focused approach, I prioritise your loved ones’ well-being, tailoring insurance solutions that address their unique needs and aspirations.
Expertise in New Zealand
I am based in Auckland but can work with anyone in New Zealand. I have an in-depth understanding of the local insurance landscape and am well-versed in the specific challenges and opportunities that Kiwis encounter. When you choose to work with me, you can trust that you will receive specific guidance tailored to you and your family.
Your trusted financial advisor
By partnering with me, you gain a trusted investments & insurance advisor who understands the realities of family life. I provide personalised support and expertise to help you make informed decisions, granting you the protection and peace of mind that you and your family deserve.
Clients I've helped build a secure future
"Sarah provided us with sensible, practical and easy to understand advice when it came to our insurance. Not only did she not try and oversell us on insurance, but she was conscious to make sure we future proofed in a cost effective and smart way.
Having just been through a life changing health situation, Sarah’s advice has been incredibly beneficial. I’m very grateful."
SHANNON WILSON
