Christina| 

Claims and Mortgages

Manager

 

What I Do

My main roles within Planwise are that of Claim’s Manager and Mortgage/Adviser Support Manager; but I often assist with all aspects of the business; with 19+ years of industry experience I have a lot to offer in all areas.

I am 'simply passionate' about...

I am absolutely dedicated to assisting clients in two areas that I am most passionate about…..helping clients at claim time; when they are at their most vulnerable I am there to hold their hand through the claims process. My second passion is assisting clients in to their dream home; to see clients fulfil their dreams of home ownership is exceedingly rewarding.

In my spare time you will find me...

Spending time with my other passion…my family and friends; a climb up the Mount followed by a coffee overlooking the beach is great for the soul. Renovating is another activity which can consume much of my spare time….and money!

Ph: 07 547 4266 ext 210

christina@planwise.co.nz

Nikki | 

New Business Administrator

Underwriting

What I Do

I deal with insurance applications and liaise with the underwriters and insurers. I also help with any client queries whether it be by phone or email.

I am 'simply passionate' about...

Helping clients where possible to complete their insurance applications as well as getting their cover approved so they know that their family is covered if anything happens to them.

In my spare time you will find me...

Spending time with family and friends.

07 547 4266 ext 211.

nikki@planwise.co.nz


 
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