I believe that purpose is what drives all success. And that purpose must stem from within oneself.I found a purpose to help people and serve humanity. And in its current form, I am able to do this via Evolve, a social business helping people with insurance and property investment solutions, which is designed to give away profits from every interaction to charity, mainly The Evolve Foundation.The Evolve Foundation is a part of Evolve. The foundation is designed to meet this greater purpose through working with existing charities in the name of collaboration and not competition.I'm really excited about Evolve and The Evolve Foundation. I really feel that together we can all make a significant difference in our communities. If you want to find out more please visit www.evolving.co.nz, where you will find more information about Evolve, The Evolve Foundation and our promise.

There are over 27,000 registered charities in New Zealand and it’s easy to be overwhelmed by all the worthy causes – charities for everything from cancer research and support, to those which combat poverty, to those which further education. Each and every charity has an altruistic purpose, a team of amazing people, and needs funding to make a difference.So why be “just another charity”? Why compete for donations with organisations working for the good of those in need when you might be trying to achieve the same thing? The key is collaboration, not competition.The Evolve Foundation isn’t here to do the same thing as other charities. Instead the foundation is here to support the good work these organisations already do. We are simply adding our support to the foundations that have already been laid; reinforcing through collaboration. The outcome we want is the same and it’s our vision, which is so important to us; to serve a greater purpose, by helping people and serving humanity.We develop and support specific projects that are in line with what charities already do.. We carefully research ways that we believe we can help, we meet with the beneficiaries to ensure what we want to do is going to work for them. And if it’s all go, we start executing the project!How we fund the foundation is the real gem. We are not asking you, the public, to give up your disposable income to support our cause - although donations are always welcome! We are giving you an option instead, and that option is to choose Evolve. When you see the need to get you and your family protected with personal insurance, choose Evolve. We will help you get things sorted and together we will help humanity.Evolve is an Insurance Brokerage with a social purpose. And that social purpose is to give a significant amount of its profits to The Evolve Foundation to ensure it can meet its vision. We’ve taken your insurance premium and turned it into a donation – no personal sacrifice needed!

Evolve Group is an enterprise compromising of businesses that have one purpose - to help people and serve humanity. This is done by donating a percentage of the income generated by these businesses to The Evolve Foundation.

I help people and businesses secure their financial futures by putting insurance plans in place which will protect them when things don't go the way they intended - as life is full of suprises! I also work closely with the major banks to find the right mortgages for my clients.

My role was to provide advice on insurance products in order to recommend and implement a tailored risk protection plan for customers.Key Responsibilities:Prospecting for clientsFace to face meetings with clientsDo a needs analysis to understand clients position and present recommendations to suit their needsManaging the implementation process of insurance products from start to finishRegular contact with existing clients and reviewing their situation when requiredAdhering to strict compliance requirements as set out by the Financial Markets Authority of New Zealand

My Personal Banking role included assisting clients obtain mortgages, personal loans and other lending facilities, as well as everyday personal banking needs. As a Senior Personal Banker, I was responsible for assisting other Personal Bankers when needed. I also was in charge of ensuring that the teller service was efficiently executed during busy times.Key Responsibilities:Contribute to the achievement of branch business objectivesSupport the team to achieve targets and drive performance to deliver on the growth objectives of the bankLending sales: Mortgage customers are primarily the focus of a Senior Personal Banker. Other sales: Insurances, savings, investments and new account portfolios. The requirement is to understand the products and the processes in order to effectively meet customer and bank requirementsAlignment and adherence with governance policies, processes and standards as well as any external regulatory requirements.Identify risk and security issues within processes and determine outcomesCompliance to ANZ National and branch policies and procedures.

My role was to be a leader for my team of call centre staff. I was responsible for ensuring that they had the right skills and tools in order to execute their daily tasks. Personal development was also a key to ensuring their success, as well as the businesses.Key Responsibilities:Coaching and personal development of staff via 1:1 meetings (25 max).Regular team meetings.Account management for over 200 business clients.Understanding of the legal process for dealing with debtors.Regular reporting to clients advising of performance in each portfolio.Data analysis via Excel spreadsheet.Inbound and outbound phone based debt collection.Recruitment for the collections call centre – phone and face to face.Managing the compliance of ISO Standard 9001 – Quality assurance around processes and procedures.