Karen Greenhalgh Email & Phone Number

Helping people protect and grow their wealth is what I do. I am dedicated to my clients and what’s right for them is my top priority when working as their Adviser. I think of the things that other advisers don't. My career over the last 22+ years as a Professional has been helping business owners, individuals, families and farmers to plan and protect risks in their lives with my financial planning skills. I am a qualified Financial Adviser who has been through a rigorous process to prove competency & skill. I have a caring approach which is second to none while remaining impartial. A review with me is the crucial first step towards protecting your goals in life by making sure all your financial affairs are in order and identifying any gaps. I create customised strategies for my clients should an unfortunate event such as death, illness or injuries occur. Are you, your family or business protected correctly? If you already have insurance talk to me as I am very skilled at reviewing any current protection and I make insurance easy to understand. Give me a call and find out if all your ducks are in a row. My disclosure statement is available on request free of charge.

Listed skills include Life Insurance, Insurance, Financial Planning, Strategic Financial Planning, and 28 others.

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  Te Kuiti High School