Bio
Experience
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Living Solutions
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New Zealand
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Insurance Specialist
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Aug 1996 - Present
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New Zealand
At Living Solutions we design and implement personal risk management solutions for our clients using the following approach:• Take the time to identify your needs.• Identify problems and find the best solutions for your specific circumstance.• Present the solutions in a clear and easily understood manner.• Implement the advice and inform you on the process and the progress.• Supply you with quality ongoing service by keeping you up-to-date and well informed. We see our role as:• Helping you to determine the key risks facing you and your family.• Evaluating the potential effect of those risk events on your finances and lifestyle.• Determining how the financial and lifestyle effects of these risk events can be managed.• Assisting you to indentify and implement the most appropriate and cost effective solutions for your unique circumstances.We use a very structured six step process recognized as best practice in the financial advisory sector around the world. This process includes:1. Initial meeting to determine whether we are able to help you with your needs.2. Information gathering to ensure that your current financial situation and needs over time are identified.3. Analysis and modeling of options to ensure that your program is consistent with your needs.4. Presentation and discussion of recommended risk management plan.5. Implementation of agreed program.6. Ongoing Reviews.Ultimately, the real proof of any insurance program is at claim time and this is often the time at which you most need advice and support. We are fully committed to provide the support and advice needed in such troubled times.Please see Webpage www.livingsolutions.co.nz for more information and Disclosure Statement. Disclosure Statement available on request free of charge.
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Retail Sales
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Apr 1995 - Aug 1996
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Senior Recreational Official
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Dec 1989 - Jan 1995
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Assistant Planner
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Nov 1988 - Nov 1989
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Junior Lecturer
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Feb 1988 - Nov 1988
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Infantry Instructor
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Jan 1981 - Dec 1982
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Education
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2021 -Professional IQ College
New Zealand National Certificate in Financial Services Level 5, Life, Disability & Health Insurance V2 -
2012 -Mentor Education
RG 146 (Australia), Life Insurance (Personal Advice) -
1996 -New Zealand Life Insurance Industry
Life Insurance Sales Certificate -
1983 - 1987Potchefstroom University
Honours Bachelor of Arts -
1975 - 1980Transvalia High School
Senior Certificate
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