Meet your experts.


Financial Adviser - (FSP776711)
I have been in the financial services industry since 2009, spending much of my career supporting small businesses to grow. I believe having a plan B is important and insurance forms a part of any financial plan.

Rochelle Carly

  • Outside of mahi, I am mum to Manaia, partner to Nick and cat mum of two (Muffin and Ed Sheeran). I enjoy keeping active and am learning to play golf, spending time with those I love, investing in my personal growth and immersing myself in my culture - te āo māori.


Financial Adviser - (FSP100057)
I have been in the financial services industry since 2012, and have always been passionate about ensuring my clients are well educated and have the tools to make informed choices about their insurance options.

Philly McMeekan

  • I’m wife to Chris and Mum to two girls, Mila and Jorgi, they are best friends and provide us lots of fun and laughs. When I manage to grab some spare time, I like to invest time back into myself with health and fitness. I’m a keen runner and enjoy challenging myself across both full and half Marathon distances and enjoy the parallels of life and running.

Words we live by.

Integrity. Doing what is right. Our clients are the centre of everything.

Empathy. Understanding and addressing the real-life challenges of clients. Value genuine relationships with clients.

Relatable. Clear, jargon-free communication. Streamlining processes for efficiency and ease of understanding.

Professional. Experience and experts in the industry. Use this expertise to advocate for clients.

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Practical advice, real support, and insurance that’s right for you.

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