Our team is hand picked, with expertise across all insurance, investment, KiwiSaver and mortgage areas. So, while you have the convenience of dealing with one person, they sit down with Mainland’s inhouse specialists to put together a package that meets your financial needs.
A dedicated team offering impartial, specialist advice
I am the Investment Specialist at Mainland. I have over 40 years’ experience in the Financial Services Sector, the last twenty-three as a specialist financial adviser. I hold a Graduate Diploma in Personal Financial Planning and am a Certified Financial Planner (CM) and Financial Adviser.
A significant part of my role is assisting my clients accumulate capital for retirement, at which time we implement a strategy to ensure a financially comfortable retirement.
I am married to Yvonne and we have two adult children. When not at work you’ll probably find me enjoying the company of family and friends or I may be out on my mountain bike. However, more than likely I’ll have my head in a book reading about the exploits of the many brave New Zealanders who served in the RNZAF and RAF during the Second World War.
I have been an Adviser with Mainland since May 2001. Prior to this, I have worked in the Real Estate, Construction and Rural Sectors. I have studied and obtained a Graduate Diploma in Business Studies majoring in financial planning. I am a Financial Adviser and Shareholder of Mainland.
In my spare time I enjoy golf and camping and a lot of my time is spent following my three boys around their various activities.
Business Manager/Financial Adviser
Melissa has been the Practice Manager at Mainland since 2007, became a shareholder in 2010 and Director in 2019 and Director of Wealthpoint in 2022. With many years of experience under her belt, Melissa decided to join the Adviser force in late 2020. The leading driver would be Melissa’s exposure to the life and trauma claims of many of Mainland’s clients who have been faced with some of life’s crises and darker days. This helped cement her belief that people who access educated and personalised advice, matched with “fit for purpose” insurance products, fair financially better in any traumatic situation.
Melissa is passionate about her job and loves knowing that she can help make a difference in people’s lives during times of loss, illness and financial hardship. Outside of work, Melissa enjoys staying active at the gym, trying out new sports and clubs, and spending time with friends and family.
I joined Mainland Insurance in February 2016 and since then I have completed the NZ Certificate in Financial Services, Life and Health Insurance, General Insurance and Residential Property Lending and more recently the Investment strand. I have ten years of customer service experience in the Telecommunications industry. I’m an avid motorcyclist, if there’s a rally or a street race on you’ll find me close to the action. I provide advice tailored to suit your needs and budget in order to best protect your lifestyle, get you on and up the property ladder.
I joined Mainland early in 2017 after spending several years as a senior personal banker for Westpac. I specialise in all things lending and always focus on always putting my clients first. This includes providing home loan advice for first home buyers, those looking to build a home, or those hoping to grow their investment property portfolio. I also have experience dealing with rural lending and helping commercial clients with new lending or managing their existing debt.
Along with finance, I have a passion for risk insurance and help my clients protect what is most important to them. I provide guidance and recommendations for life, health and mortgage/income protection insurances as well as general insurance. I have completed the level five certificate in financial services with accreditation across lending, general, life and health insurances and I combine this study with over eight years’ experience in the industry.
When I’m not at work, you likely will find me spending time with my husband and our three kids while enjoying social events with friends. I also love all things sport and enjoy a game of tennis or netball or watching the mighty Highlanders play and (sometimes) win.
Having spent most of my working life in many different roles within the financial sector both here and in the UK, I have now found my niche. My aim is to educate and to help people understand:
- What cover they have got and why they chose to take it.
- What they haven’t got and their decision process behind that.
- What their contingency plan is, if an event they chose not to cover arises.
I am passionate about protecting people and what is important to them and as everyone has a different story, I love working with them to find the best solutions for their journey. I have completed a Bachelor of Business Studies and Graduate Diploma in Business Studies (majoring in financial planning). Spending time with my family & friends and walking long distances with my dog are some of my favourite pastimes and I usually complete several ½ marathons a year I love to travel, meet people & experience life and both my role with Mainland and my personal life are geared towards that.
I joined Mainland as a Mortgage Advisor at the beginning of 2022 after moving down to Timaru to be closer to family and to enjoy everything South Canterbury has to offer.
Prior to Mainland I was an independent Mortgage Advisor in Christchurch and I have over 23 years experience in the finance industry. My passion is helping people into their dream home and I provide advice to first home buyers, those wishing to build, business lending and everything in between.
I am available 7 days a week and aim to be as flexible as possible to make it more convenient for my clients.
When I’m not at work you will find me enjoying the company of my family and friends, walking the dog, watching the warriors ( this year will be their year…) and spending time in the sun with a good book.
I joined Mainland in 2020 and work with both Kylie and Jackie to help clients with their mortgage applications. I’m Mainland’s go-to for all things mortgage related and I pride myself on giving clients the most seamless service possible.
When I’m not at work helping lending clients, I’m running around after my two small children. I enjoy spending time with family and friends, playing netball and getting to the gym.
I have been working in the Insurance Industry the majority of my working life and joined Mainland in 2015.
Fire & General Insurance has been my main focus, however I have assisted in the Life Insurance and Mortgage sectors providing support to these two areas during my time here. Currently I am the Fire & General support person where I confidently offer knowledge, assistance and helpful service to both clients and fellow colleagues. I have also gained my NZ Certificate in Financial Services, Residential Lending and also General Insurance.
When I’m not at work I juggle my time between farming chores, my children and my many horses.
I joined the Mainland family in mid 2022 as their new Receptionist/Administrator.
My background mainly has been in the Real Estate sector – Property Management and Personal Assistant.
However, along with 15 years of administrative and customer service experience, I am very happy being the friendly face and voice that new or continued clients come through to, while supporting and assisting the team and the functioning of the reception area.
Outside of the office you will find me surrounded by family, a new grand baby and friends. Spending time pottering around home, renovations or simply just relaxing.