Lucas started his Finance career after attending Lincoln University, where he completed his Bachelor of Commerce. He then started in the financial industry as a financial adviser for a corporate financial advice provider.
He can draw on his experience and expertise in finance to understand clients’ needs and recommend the right policies best suited to their unique needs. Lucas believes in having a clear and motivated approach to help his clients achieve their short, medium and long-term goals |
Before starting his career in the finance industry, Tom attended the University of Canterbury, where he completed his Bachelor’s and Masters in Finance and Economics. He then joined the team at a fast-growing financial advisory firm, gaining valuable experience and skills in the insurance industry. This led him to find his passion for protecting kiwi families.
With his knowledge and experience in finance and insurance, Tom has built numerous client relationships that stem from more than just ironing out their insurance. He is excited to bring added value to new clients that come on board. |
Prior to becoming a financial adviser, Lucas completed his tertiary studies at Lincoln University where he graduated with a Bachelor of Accounting and Finance. He now enjoys finding solutions for clients in both personal insurance and KiwiSaver.
Outside of the office, Lucas loves to go out and see what New Zealand has offer through tramping, skiing and all things outdoor. |
Before starting as a financial adviser, Andrew attended the University of Otago, studying a bachelor of Commerce in Finance and Marketing. Since then, he has completed his Certificate in Financial Services and is passionate in utilizing his expertise to help clients achieve their financial goals.
Through his extensive knowledge of finance, Andrew believes he can add value to any client. When he is not working, you will find him on the Volleyball court or catching up with friends and family. |
Before starting as a financial adviser, Jared started out as the marketing manager for Invicta Financial. Before long, he completed his level 5 Certificate in Financial Services and is now a dedicated financial adviser who is enthusiastic about safeguarding families' financial goals - offering expert guidance on insurance and investment options, while facilitating strategies for individuals to protect and secure their loved ones' futures.
Previously, Jared had completed a Bachelor of Physical Education at the University of Canterbury. When he isn't working, Jared loves to spend time with friends, watch and play sports, and experience the New Zealand outdoors. |
Before starting as a financial adviser, Ben attended the University of Canterbury studying Finance and Economics. During his studies, Ben identified a specific interest for the field of Finance through working as a field marketing agent for the Invicta Financial marketing team. This eventually led Ben to complete his Level 5 Certificate in Financial Services in 2023, before joining the team of financial advisers.
Outside of the office, you'll find Ben with family and friends, or practicing his passion for flying at the local airfield! |
Before starting as a financial advisor Jarrod completed his Bachelor’s of Commerce majoring in economics and finance at Victoria University in Wellington. He has worked a variety of jobs which has given him extensive knowledge and experience before finding his passion as a financial advisor. He enjoys being able to help NZ families work towards meeting their financial goals by offering expert guidance on insurance solutions and KiwiSaver.
Outside of the office Jarrod enjoys partaking in several sporting or outdoor ventures and hanging out with friends. |
Prior to embarking on a career change to become a financial adviser, Maddie successfully obtained a Bachelor of Nursing and a Postgraduate Certificate in Health Sciences. Her professional background includes working as a mental health nurse and in private practice. Maddie specialises in personal insurance and KiwiSaver and draws on her experience interacting with people from diverse backgrounds to provide tailored solutions.
Maddie also has a Diploma in Sports Science and outside of work she enjoys running, swimming and CrossFit. |
Tom is a Timaru born-and-raised graduate of the University of Canterbury, with a Bachelor of Commerce degree, majoring in Finance. Tom decided to pursue a career in Finance because of his sheer passion and enjoyment of it from a young age, finding the Insurance and Finance sector fascinating topics, to which he would like to continue learning as an Alumni.
Outside of the office, Tom enjoys weight training and playing basketball, which he is equally as passionate about. |
Tia entered the financial services industry with a strong commitment to securing the futures of New Zealanders. With a Bachelor’s Degree in Marine Sciences, Tia offers a unique perspective that emphasizes sustainability and long-term security in financial advisory.
Her approach is centered around empowering individuals through education. She builds enduring client relationships founded on trust and empathy, guiding them toward financial success through personalized strategies and expert advice. Outside of work, Tia enjoys staying active and indulging her passion for baking in the kitchen. |
Janula was born in Colombo, Sri Lanka, and raised in Christchurch. He graduated from the University of Canterbury with a Bachelor of Science degree, majoring in Biological Sciences. Currently, he is pursuing his Master's in Finance, driven by a long-standing passion for the field. From a young age, Janula has idolized figures like Warren Buffet and been fascinated by the insurance and investment sectors, and he is eager to continue learning and contributing to these areas.
Outside of his professional pursuits, Janula enjoys reading, traveling, and boxing. He is equally passionate about these activities. |
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