Roseann McConnel, Financial Adviser

Quality advice is about helping clients paint their own picture for the future, giving them the comfort of a tailored plan that’s specific to them and what they value most.

With over twenty years’ experience in insurance advice, and several awards received in recognition of her outstanding work with clients, Roseann knows how to structure your plans to take away the unexpected – whether as a business or individual.

Roseann specialises in the many facets of personal and business risk, from income protection through to key person insurance, business continuity, life and trauma cover, debt protection, mortgage protection, and ACC Cover Plus and Cover Plus Extra.

Always willing to go the extra mile, Roseann believes a good plan starts with knowing where you are today and setting goals. 

“As an adviser, I'm here to provide clients with a safety blanket that wraps around them, covering them in all the right places,” Roseann explains. “I enjoy dealing with both personal and business structures, helping people put in place protection from the ground up, taking it one step at a time if needed. Financial advice is a longterm journey that we take together.”

When she’s not busy helping clients with their insurance plans, Roseann shares her enthusiasm for life and sport of any sort with a her partner, in Hawke's Bay. She also collects art, ever hoping to find that ‘sleeper’ piece of art hidden away.

"Tailoring plans for my clients means I’m there to hold hands and keep them as safe as possible. I listen to what’s important to you, and I will be there all the way."