021 239 5335
bobby@peakfinancial.co.nz

Bobby came to Peak from a career in nursing.
Since 2015 when he joined us this has been a huge benefit to our clients as it enables him to converse with expert knowledge about any conditions they might currently have.
It has already proven its worth with his ability to negotiate terms with our underwriters.

It has also proven exceptionally valuable when clients have had to claim on their Medical or Trauma Cover.
Because of his in-depth knowledge of both the medical terminology and the Insurance industry he can ensure that everything the insurer needs to approve a claim is submitted immediately making the process quick and stress-free for the client.

Bobby is a dedicated family man who fully appreciates the value of insurance in protecting his young family.

022 679 8133
jonathan@peakfinancial.co.nz

Jonny comes to us from a career as a commercial pilot and with the short term future of air travel in doubt he is taking the opportunity to make a career change.

He was also a Peak client who worked closely with our director to manage the funding and completion of his new home in Riverhead.

It was this experience that led him to follow this path.

Jonny worked through the various qualifications in record time and is now operating in the Mortgage space as well as Personal Risk and Kiwisaver. He will also shortly be completing his investment advice training as well.

Jonny is married with 1 child and is totally focused on his new career path and maybe getting his golf handicap back to where it was.

022 340 0684
laarnie@peakfinancial.co.nz

I’m Laarnie and I am from the Philippines. I am a registered nurse based in Hamilton. I have been living here in NZ with my family for more than 8 years.

My goal is to help clients by ensuring the best insurance products that meet their family’s/individual needs as well as helping them in stressful times that they have to make a claim.

With my medical background, I am aiming to provide more comprehensive advice on insurance products especially those that relate to clients health needs.

0220972407
glenda@peakfinancial.co.nz

I’m Glenda, I’ve been a customer service representative for more than a decade. I’ve been living here in New Zealand since 2015 with the true blood of Pinoy.

This gives me exceptional skills in helping all types of people from different walks of life.

I have the integrity to achieve the best possible outcome and put a smile on my client’s faces knowing that they are getting the best insurance and financial advice.

I can help you get started, create, and achieve the best insurance that suits your financial goals.

I know you’ll have plenty of questions. How do I work? What do I offer?

I’d love to learn what’s important to you. I offer a FREE consultation.

Don’t hesitate, give me a call now!

022 162 8813
nielson@peakfinancial.co.nz

Nielson is a lecturer in business and management. He has various experiences in dealing with tertiary students and adult learners from different PTE’s in New Zealand. Previously, a senior lecturer in philosophy, business and management.

His ability to deal with diverse culture and behaviours will bring an added advantage to his clients and make him one of the best New Zealand Registered Financial Advisors in dealing with his clients.

Nielson is married with 2 adult children and understands the value and need for protecting the family in a variety of different ways

021 763129
tyrone@peakfinancial.co.nz

Tyrone has come to Peak from a background in Immigration in NZ and as a University Lecturer in the Philippines.
He has degrees in Law, Philosophy and Public Administration so brings a varied set of skills to the Peak family.
He is married with a young family so is well aware of the benefits of sound financial advice.

Tyrone also has a passion for ensuring that his clients are well advised and looked after at claim time.

021 1610 229
richard@peakfinancial.co.nz

Richard is a Philippines Registered Nurse by trade. Although, in New Zealand, he stayed working in the Health industry as Phlebotomist.

This gives him a detailed understanding when it comes to medical terminology and the ability to discuss this in simpler ways for everyday people to better understand.

His wealth of knowledge in health and the healthcare system in New Zealand drives him to help people and provide what they need in times of crisis.

In his own words

“I have been married for 5 years now and we are blessed with two beautiful daughters. My wife is a New Zealand Registered Nurse working in Northshore Hospital Elective Surgery Department. She comes home with stories I wish I could help with or better yet provide relief to families that are exhausted from processing requirements before they can have the surgery, unfortunately, most of the time re-scheduled. I have a young family and as immigrants, we do not have much family support here in NZ, that is why I value having insurance in place to look after me and my family when needed most”

021 0252 8759
ulrike@peakfinancial.co.nz

Yukie is yet another Nurse from the Philippines to join the PEAK Family. She is hugely enthusiastic and energetic.
Yukie will go anywhere any time to visit her clients and make sure that they get the best service and products for their needs.
So far she has travelled as far south as Christchurch. She is very knowledgeable regarding the requirements of POLO for Filipino’s on the various Visa’s in NZ and works with them to make sure these requirements are met.
Like our other advisors Yukei passionate about ensuring that her countrymen (and women) are looked after properly and get the best service and products that are available

027 4615263
amor@peakfinancial.co.nz

FSP 773331
I’m Amor, my name denotes something that maybe most of you know, and it is LOVE.
I do love to know the needs of my client before I can provide the best option that meets their requirements for an insurance product.
I think my experience as a travel agent has helped me to do my thing.
A more personalized approach is what I can offer to make sure that my clients get what is best for them and satisfied with the option they chose.
LOVE (AMOR in Spanish) is the key.

021 1694121
billig@peakfinancial.co.nz

I allocate most of my time advising my clientele on how to best structure their financial securities such as their Insurances, Mortgages, and Kiwisaver. My clients often mentioned that even though I may look younger compared to some of my peers, I have the knowledge and experience to give them competent advice.

Time and time again, I have seen and heard many stories from clients, the lack thereof and “no real advice” on their insurance and was just bombarded with words they could not understand. They are either paying too much (overinsured) or too little (underinsured) and getting poor policy wordings and did not explain the effect of poor policy wordings upon claim time.

As a Mortgage adviser, “our job is to get the best possible rates and cash incentives for our clients”. However, what we are really advising is the advice on how to best structure your loan. We approach it holistically which really gives us the word of mouth referrals from our clients. Thus, referring us to their family and friends.

Here at Peak Financial Services, we work for you! and we want to build a long-lasting relationship.

As independent advisers, you won’t need to spend countless hours searching for the right banks for your mortgages and company for your insurances to get the right tailored plan for you and your family.

I am one phone call and one email away.

021 178 1878
guy@peakfinancial.co.nz

Guy joins us from one of New Zealand’s Largest Banks.
Having spent a number of years with two of the four largest banks he brings a wealth of experience and knowledge.
Guy has also spent time working in New Zealand’s non bank space giving him great skills when working with all different types of clients.
When he’s not behind a screen or drinking coffee with client’s Guy’s busy with two girls aged 5 and 3 transporting them around Tauranga and the Mount as this is where he Calls home.
Guy is also an avid sportsman aka a weekend warrior who enjoys mountain biking, running and the occasional triathlon, growing up in Taupo multi-sport is a way of life and in 2024 Guy will tackle the Taupo Ironman.

021 1166525
maxine@peakfinancial.co.nz

My name is Maxine and I love to meet and talk with people about their goals, the stuff that might be getting in the way and what services that I can offer to help people along their way.

A long time ago I signed up for my first Life Insurance policy at 24 years old. Fresh out of university I was full of big ideas. The insurance adviser was charming and good looking, but I really did not understand insurance or even how good the deal that I had before me was.

So, 3 years later when I headed off overseas I cancelled my policy.

Many years later I completed a ‘Certificate in Money Management’. It was the best thing I have ever done. I loved it and learned so much. It really fired up my passion to understand more about finances and be much better with money. It was then I realised the gift of getting a robust insurance policy when we are young but like many people, I did not get this insight until I was old enough for insurance premiums to be considered expensive.

Since that time I have worked in the financial services industry, initially helping Tradies to insure their work gear and cover their liabilities. Now I am a Life, Health and Disability insurance adviser and my purpose is to help people understand what risks they have, recommend cover that is both appropriate and affordable and ensures that your claim is handled confidently and compassionately as the need arises.

021 02393186
florence@peakfinancial.co.nz

Florence is Tyrones better half and is looking forward to meeting you.
I have taken a Bachelor of Hotel and Restaurant Management and worked with my parents to manage a small business back home. We came to NZ in 2006 and worked with a fast-food restaurant. In 2014, I put up my own cleaning business which I managed till December 2021. I then joined Tyrone’s business at the beginning of this year. Being in a business for some time, I learned the value of building a good relationship with the customers/clients. I am honest and trustworthy when dealing with them. I am keen to find their needs and willing to go the extra mile to help.

021 0550771
joana@peakfinancial.co.nz

You can call me Joana. I am a New Zealand Registered Nurse who migrated to this beautiful country many years ago. Being a migrant and a mother of two, I realized how important it is to get the right protection to insure we cover ourselves including our families and love once from unforeseen circumstances. Being an insurance adviser I aim to use my extensive medical knowledge to provide personal and comprehensive insurance advice to my clients and to assist them during their claims.

0274113100
mike@peakfinancial.co.nz

Mike comes to Peak as an Investment Adviser and Kiwisaver Specialist from one of New Zealand’s leading boutique fund managers.

Your Kiwisaver will be one of your biggest financial assets when it comes to your retirement. Mike is here as an experienced and qualified financial adviser that is committed to walking with you on your investment journey and help you navigate the investment landscape to a successful retirement.

Mike takes the time to get to know you and your attitudes towards risk. He helps you choose the right fund and the right fund manager using fund managers you know and trust. He is able be your first point of contact for any questions and provide ongoing support. He also specialises in Australian Superannuation and UK Pension Transfers.

Mike joins with a wealth of banking, investment and lending experience from both New Zealand and the United Kingdom. He has graduated the University of Auckland with a Bachelor of Commerce and a Bachelor of Science in 2004. He also holds the New Zealand Certificate in Financial Services in both Residential Property Lending and Investment.

In his spare time, he is significantly involved in Sailing specifically with being a long-term committee member with the Short-Handed Sailing Association of New Zealand (SSANZ).
Let’s get coffee!