Director | Head of Client Engagement
Many New Zealanders put insurance in the too hard basket – life is busy and often people don’t know where to go to get sound advice. One of the things I love about what I do is helping people make decisions that are right for them, their families and their business.
I started my career in insurance in 1998 as a tied adviser with what was then called Guardian Assurance. I realized fairly quickly the importance of impartial advice – ensuring the right product is placed rather than being tied to one insurer – and became an associate with a brokerage called Apex Advice Group.
After four years of what I call my ‘apprenticeship’, I then started my own firm Synergy Financial Solutions. In 2006 I merged my practice with Insurance People and have been managing and growing the team since then.
My team and I are passionate about insurance and giving advice that makes a real difference. Often the time that this is most evident is at claim – in fact, I consider my greatest achievement to be getting a $180,000 claim that a new
client had been battling with for 18 months paid within two days, simply by bringing the parties together in a room.
That is the difference a quality adviser who places a high value on relationships makes, and that’s what you’ll find with myself and my team at Insurance People.
Get in touch with Katrina
If you’d like some help assessing your existing insurance or to talk to someone about your priorities for cover, please call me for a complimentary coffee and chat.
09 361 0738
021 662 258