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Dee’s journey from fast-paced retail management roles – encompassing everything from stationery to home improvement and beyond – to mortgage and insurance advice taught him one thing: every client is different and needs a tailored solution.
Dee’s talent for understanding people’s needs served him well as a mortgage adviser, helping families achieve their homeownership dreams for three years, and since 2023 as part of the Advice4Life insurance advice team. “As an avid property investor for over 15 years, I have always been very financial focused with a strong interest in financial services,” Dee says.
When it comes to insurance advice, Dee knows that it’s about more than just numbers and policies. It’s about lives, futures, and peace of mind. And Dee thrives on connection. “Every person has a story,” he says. “And as an insurance adviser, there’s no greater satisfaction than meeting new people, getting to know them, and making sure their financial decisions fit their unique needs and goals.”
Outside of crafting insurance plans, Dee is a familiar face beside the basketball court, cheering on his son’s every move. Also on the weekend, you may find him on the golf course, unwinding one swing at a time.
“I enjoy connecting with people, tailoring insurance solutions, and making sure their financial choices match their unique needs and goals.”
Advice4Life Limited (FSP 489726) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.
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