Meet the team

At Advice4Life, we get to know our clients first. This approach ensures you, our clients, receive the insurance plan that best suits you, now and in the future. Whatever stage of life you're at, our team of trusted advisers can help you plan the protection you need. We look forward to helping you.


Debbie Stacey

Financial Adviser

Taking a 360-degree view of how different personal insurance policies can work, I can give you the best options for cover, at a price that works for your family budget. 

  021 779 777

Clinton Whelan

Financial Adviser

Clinton takes an innovative approach to insurance, consistently thinking outside the box to deliver reliable and affordable protection plans for his clients. Much of his thinking is done on the golf course!

  021 616 855

Helen Dalzell

Financial Adviser

Working closely with clients and getting a thorough understanding of their personal and business needs and situation, is Helen's approach to ensuring she prepares plans that protect.

  021 765 496

Watch this space

Watch this space

Alison Hadfield

Financial Adviser

An insurance specialist and risk management adviser, Alison takes the time to understand her clients before preparing a managed protection plan that ensures cover at every stage of life. 

  0272 666 806

Francesca White

Financial Adviser

An experienced risk management and insurance adviser, Francesca works collaboratively with her clients to enable them to plan, grow, manage and protect their insurance needs.

  021 205 2341

Watch this space

Watch this space

Mandar Shah

Financial Adviser

An experienced insurance specialist, Mandar is skilled in commercial and life insurance and, through effective conversations, prepares realistic and affordable protection plans for his clients.

  021 0290 3691

Kiran Kumar

Financial Adviser

A registered financial advisor with more than 12 years' experience in the NZ banking industry, Kiran advises his clients on financial solutions and protection plans for their unique situation.

  021 206 9307


Carl Drummond

Financial Adviser l  Managing Director

Carl has over 15 years' experience in financial services, working with some of Australasia's largest insurers. He is dedicated to ensuring Advice4Life clients are protected at every stage of life.

  021 422 736

Kyle Lewis

Financial Adviser

Kyle is passionate about helping his clients gain a better understanding of their financial position and how they can both grow and support their wealth through tailored protection plans. 

  027 346 6964

Richie Thomas

Financial Adviser

An experienced insurance adviser, Richie ensures trust and good rapport is at the forefront of his client interactions and provides tailored solutions to minimise risk should the unforeseen happen.

   027 607 6797


Grae Gillespie

Financial Adviser

Grae's insight into the self-employed and business owners enables him to provide long-term protection and insurance plans, tailored to his clients' unique circumstances.

  027 650 4518


Watch this space

Watch this space

Edward Isaacs

Financial Adviser

Ed has been an adviser in the Wellington/Nelson region for the last 28 years and has successfully partnered with the likes of Grant Thornton (an auditing firm) and Findex/Crowe Horwarth. Ed specialises in business insurance, buy and sells, key person and group schemes, and has an absolute wealth of knowledge. He’s also a keen cricketer and tennis player. 

  021 937 936


Grace Downs

Financial Adviser

Grace works closely with her clients to help them understand product and policies. Knowing the benefit of having insurance in times of need, Grace ensures her clients are well protected, 

  027 652 4334

Martin Keane

Financial Adviser

An established financial services professional, Martin's experience in business development, sales, and financial advice, enables him to provide protection plans for commercial clients. 

  022 108 3931

Bhumi Thakkar

Financial Adviser

Bhumi's experience in all aspects of business, from marketing and sales, to customer services and project management, enables her to tailor protection plans for business clients.

  022 0348 164

General Enquiries

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