Some of my first memories of arriving in Christchurch in March 2003 were all the grass and farm animals on the way to the campus of Lincoln University. After graduating in 2004 with a Bachelor’s degree in Commerce with a double major in Finance and International Business, I started my career as a Financial Advisor. I have carried the path since then.
Personally, I am a proud dad to twins. I have the best time playing basketball with my son and watching my girl playing the piano.
Experience in the industry
I began my career in the financial services industry in 2004. My first role was at a small Christchurch Based Insurance and Investment company. I was young and full of ambition, so after 2 years, I established my own financial services company and ran it for two years. People saw my passion and enthusiasm. I was soon head-hunted to work as an insurance manager for a bank. Working in a bank was one of my goals as I wanted to learn different skills and gain professional experience.
After nearly 10 years servicing the bank clients, I felt it was time for me to service my own clients and restart the business I had dreamed of. I was ready to start a new chapter, and YG Financial Services was set up in March 2018.
Quote of Life:
“Do. Or do not. There is no try. “
List of Awards:
2019 – AIA Ascend Award - Gold
2019 - Insurance Link - Top Insurance Award for outstanding production 2018/2019
2019 – MDRT - Million Dollar Round Table
2018 - AIA Apollo Award – Gold
2016 – ASB Bank $4.5million dollar API in force
2014 – Commonwealth Bank of Australia -Annual New Zealand Services CEO Award
2014 – ASB Bank CEO awards individual winner
2014 – ASB Wealth & Insurance. Insurance manager of the year
2013 – ASB Bank CEO Award-Individual Services – first runner up
2013 – ASB Bank. Insurance Manager of the year
2012 - ASB CEO Award – individual services – second runner up
2012 – ASB Bank Insurance Manger of the Year – Team Athos.
2011 – ASB Bank CEO Award Team Winner – ASB Elite Force.
2010 – ASB Bank Insurance – One Team Referral Successful Awards
Our process makes insurance simple...
Understanding what is important to you is the first step, we are here to make the complex world of insurance, simple for you!
We guide you through our custom process and then provide only the best solutions for you and your family... even your pets (if you’ve got any).
Need some advice but not sure where to start?
Contact us today for a no-strings, free 30-minute consultation.
Let’s keep in contact.
We create a newsletter that is worth reading. We are passionate about educating people to become financially savvy and helping them protect the things that matter.
Physical Address: Unit 6, 33-35
Apollo Dr, Rosedale, Auckland 0632
Postal address: Po Box 305289,
Triton Plaza, Auckland 0757