Sam North
Sam started his journey as a financial adviser in 2023 with a keen interest in providing tailored advice to each individual and household; knowing that one shoe certainly does not fit all. He joined the AdviceFirst (trading as enable.me) Personal Insurance team in 2025. Sam prides himself in his product knowledge and finding nuances in […]
Peter O’Rourke
Peter is a Financial Adviser with over 30 years of experience in the banking and financial services industry. Peter’s passion lies in helping clients realise their financial aspirations. By delving into their current situations and taking the time to understand individual needs and goals, he provides tailored financial advice that serves as a roadmap to […]
Wendy Chen
Wendy is passionate about getting to understand her clients’ needs, giving appropriate advice and ultimately helping them to reach their goals. Wendy has over 10 years experience in both public sector and private sector including over 6 years in the financial industry. Prior to this, Wendy studied at Victoria University of Wellington achieving a Bachelor […]
Janani Baskaran
Janani (also known as Jay) started working in the Financial Advice space in 2019 and has since remained passionate about helping her clients achieve their financial goals. Her experience stems from the Banking and Financial services sector with a primary focus on investments. As a financial adviser, she loves to get into the nitty-gritty of […]
John Logan
John has over eight years of experience in the financial industry, with a background in working with some of New Zealand’s major insurance providers. John’s expertise lies in forming great relationships with his clients. By taking the time to understand their unique needs and situations, he develops creative solutions to craft personalised protection plans. These […]
Leon Leonardo
Fuelled by a passion for financial planning and a keen eye for investments, Leon takes pride in developing a deep understanding of his client’s unique circumstances and guiding them toward achieving their financial goals. With over 17 years of comprehensive experience in the financial services sector, encompassing banking, private wealth management, and personal insurance, Leon […]
John Kuypers
John has over 14 years of experience in the Financial Services industry, working for some of New Zealand’s major insurance providers and banks. His determination, persistence, in-depth knowledge of risk insurance, and understanding of the broader financial sector support him in delivering positive outcomes for his clients. Outside of work, John is an accomplished musician […]
Emily Owens
Emily thrives on helping our clients understand and manage their investments. Whatever situation you are in, Emily helps to break down investment jargon and identify simple ways to save and invest towards the future you want. Emily has over 17 years of experience in the financial services industry and has held numerous roles in the […]
Jonathan He
Jonathan is passionate about life, disability, and health insurance and enjoys providing exceptional personalised advice to help individuals, couples, and families protect their most valuable assets: their lifestyle, health, and ability to stay financially secure through any unforeseeable circumstances. Jonathan is passionate about meeting with his clients, whether face-to-face or online. He develops a thorough […]
Willie Moala
Willie Moala is our National Insurance Lead with over 16 years’ industry experience in New Zealand. His early expertise was honed at AXA Insurance, and at AdviceFirst, where he gained his professional qualifications before branching out to manage his own business which he later sold in 2020. Outside the office, Willie enjoys travelling locally and […]
