Experience

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  Letisha Tan

  • Business Coach & Strategist I Financial Adviser

    • Jun 2021 - Present

    Insurance broker specialising in protecting cashflow and preserving wealth in the SME market to protect the business revenue that owners have worked hard for to build, for themselves and their families. Outcome = happy stakeholders, happy family relationships, business owners feel more secure having a plan B, and (true story...) saved a few 7-figure businesses from bankruptcy. We deliver on quality advice and support, our clients have 90% loyalty retention with over 300+ small to medium sized business across NZ advised. We strive to understand your business needs and deliver on a customised plan that serves as an investment. Small to medium sized businesses in NZ are the backbone of the economy but often lack support in navigating risks and understanding the numbers. This is exactly we what we do. - Loss of Key Person - Ownership buyouts- Debt Protection- Business Continuity Insurance- Loss of Revenue

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  On Point Financial Advice

  • New Zealand

  • Director I Insurance I Lending I Asset Finance I Kiwisaver

    • Apr 2014 - Present
    • New Zealand

    Financial advisory helping aspiring New Zealanders protect their biggest assets. Our service lines include Kiwisaver, insurance and ACC reviews. We have helped families get into their first home through Kiwisaver.Having a strong niche in migrant families and first home buyers. We focus on doing the right thing and putting people first. Our vision is to make financial advice easily accessible to New Zealanders. We believe that with proper advice, people are overall happier, healthier and have better financial security and well-being.As digital natives, our key difference is the use of digital tools to help our clients save time and get better value for money. We are proud to have an impeccable 5 stars review on Facebook! - Kiwisaver advice - Family Protection Plans (Life Insurance, Trauma Insurance, Income & Mortgage Protection) - Health Insurance & Fitness plan- Business Insurance, General Liability, Material Damage and Motor Vehicle cover- Providing ACC reviews to ensure effective protection for occupational risks- Digital Wills (save, secure and verifiable) Visit our website: www.onpointadvice.co.nzFacebook: www.facebook.com/onpointadvice

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  Westpac New Zealand Limited

  • Financial Analyst & Management Accountant

    • Nov 2012 - Apr 2014

    Financial analyst for Westpac's retail banking arm and front line strategy for various products including insurance, lending and investments.

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  Madison Recruitment

  • Executive Search Consultant

    • Apr 2011 - Nov 2012

    Talent sourcing for mid-level to C-Suite roles for both NZ and overseas specialists in Taxation, Financial accounting, Insurance, Insolvency, Banking and Corporate Finance.

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  PwC

  • Tax Consultant

    • Dec 2007 - Jun 2010

    Corporate and Individual tax consultant specialising in international taxation.