Clinton Whelan, Financial Adviser

An adviser with over 17 years' experience helping New Zealand business owners with their insurance needs, Clinton is best described as an innovative thinker: An expert who excels at designing insurance solutions, tailored to meet the specific risks and needs of each business client.

Clinton’s unique brand of insurance advice for New Zealand business is the result of two key influences: His father, a highly regarded insurance adviser with some forty years’ experience, who provided invaluable guidance when Clinton was starting-out. And, Clinton’s hands-on experience of owning a business – an advertising agency – with the responsibility of managing a big team and wearing the many hats of business ownership.

“Helping business owners define the risks specific to their business, to assess how they may manage those risks, and to prioritise risk, is essential. People put a lot of hard work, and emotion into creating a business – it is my privilege to help business owners protect what they have created."

From restructuring ACC CoverPlus or CoverPlus Extra, to designing a comprehensive business insurance plan (Shareholder Insurance, Key Person Cover, Business Overhead Insurance etc), Clinton thrives on delivering purpose-fit insurance solutions for Kiwi business.

Beyond insurance, Clinton is a keen golfer and proud father. Weekends are often action packed, running golf tours, spending quality time with his wife, daughter and son, or
hosting a dinner party for friends

"Quality insurance advice is never a one-size-fits-all solution. Every business has specific risks that are best served by strategic advice."