Samuel Rees-Thomas Email and Phone Number
Samuel Rees-Thomas work email
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Samuel Rees-Thomas personal email
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A recent market survey revealed that only 22% of New Zealanders have consulted a Financial Adviser. Are you safely on the road to financial freedom? Are your financial airbags installed?Are you going to be able to retire at a reasonable age?Get in touch and we'll make sure you're well looked after.My services:Advice for you: Life, Income Protection, Trauma, Disability, Health InsuranceFor your business: Loss of revenue, Key Person, Share Purchase Insurances For your staff: Group Health Insurance, Life or Income Protection Insurance Book in a call/meeting with me here: https://calendly.com/harness-samuel/brief-phone-call?back=1Additional services at Harness Financial:Retirement Planning, Investment Advice (Managed Funds, KiwiSaver, Property), Budgeting AdviceGet in touch with my Business Partner, Dieter who specialises in this area! https://www.linkedin.com/in/dieter-timmerman/Read about how we can help you here: https://www.harnessfinancial.co.nz/m. 027 334 4812 e. samuel@harnessfinancial.co.nz
Harness Financial
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Insurance Adviser/DirectorHarness Financial Dec 2014 - PresentWellington & Wairarapa, New ZealandAt Harness Financial, through expert advice we work to ensure your investments, insurance & KiwiSaver are aligned with your short, medium & long-term goals.We provide advice for Individuals, Families, SME's and Corporates.Samuel Rees-Thomas - Insurance AdviserDieter Timmerman - Investment AdviserJonny Gilling - Insurance AdviserIn 2014, I founded Insurance Advice Firm, Rees-Thomas Financial. 8 years later, Rees-Thomas Financial rebranded to Harness Financial, joining forces with Investment, Retirement & KiwiSaver Adviser Dieter Timmerman.
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Research Advisory Board - MemberQuality Product Research (Quotemonster) Dec 2022 - PresentNew Zealand"Quality Product Research maintains the most extensive scope of life and healthinsurance product research in New Zealand and is constantly seeking to improveboth the range and quality of insurance analysis.Quality Product Research has constituted an advisory board, complete with terms of reference,guidance for members, and remuneration for the time spent on reviews. Through this board we aim toachieve a greater level of independent oversight for our research process" -
Board MemberPlus4 Insurance Solutions Limited Feb 2021 - May 2024Wellington, Wellington Region, New Zealand -
Board MemberTriplea Advisers Association Nov 2021 - Sep 2022Wellington, Wellington Region, New Zealand
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Director And Sales ManagerAdviceunlimited 2015 - Apr 2018Wellington & Wairarapa, New ZealandAdviceUnlimited was a a Tech Advice firm dedicated to making sure Professional Services businesses were utilising cloud based software effectively to streamline daily operations.Our work included:- Implementing paperless workflow for professional services SMEs - Developing digital presence (website builds, social media strategy) - Cloud based data storage & CRM - Training (getting the most out of devices & services)
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Financial AdviserAdvicefirst Sep 2012 - Dec 2014Level 15, 142 Lambton Quay, WellingtonProviding dedicated Risk & Health Insurance Advice to personal and business clients.Advice to clients includes the following personal and business insurance solutions: Life, Income Protection, Disablement, Trauma, Health Insurance.Advice for small business owners includes Key Person insurances and Share Purchase Agreements. -
Insurance SpecialistKiwibank May 2010 - Sep 2012Kiwibank LimitedProviding personalised insurance solutions to Kiwibank customers. -
Personal Banking SpecialistKiwibank May 2010 - Oct 2010Providing personal banking solutions to new and existing Kiwibank Customers.
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Programme Events CoordinatorWaikanae Christian Holiday Park Oct 2009 - Feb 2010Waikanae, New ZealandPlanning and facilitation of school holiday camping programs for Children. This involved recruiting volunteer leaders and administrators for each event.
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Customer Service RepresentativeKiwibank Jul 2008 - Oct 2009Providing telephone-based service to new and existing Kiwibank customers.
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Banking Teller And Deposit Processing SpecialistWestpac New Zealand Limited Dec 2007 - Jul 2008Providing Teller services to Westpac customers in central business district branches.Part of a small team that processed and balanced the bulk cash holdings for Westpac's branches in the lower north island.
Samuel Rees-Thomas Skills
Samuel Rees-Thomas Education Details
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New Zealand Certificate In Financial Services - Level 5, Version 2
Frequently Asked Questions about Samuel Rees-Thomas
What company does Samuel Rees-Thomas work for?
Samuel Rees-Thomas works for Harness Financial
What is Samuel Rees-Thomas's role at the current company?
Samuel Rees-Thomas's current role is Director & Insurance Adviser at Harness Financial – We provide Insurance, Retirement and Investment Advice to New Zealanders like you!.
What is Samuel Rees-Thomas's email address?
Samuel Rees-Thomas's email address is sa****@****ail.com
What schools did Samuel Rees-Thomas attend?
Samuel Rees-Thomas attended Open Polytechnic Of New Zealand, Victoria University Of Wellington.
What are some of Samuel Rees-Thomas's interests?
Samuel Rees-Thomas has interest in Children.
What skills is Samuel Rees-Thomas known for?
Samuel Rees-Thomas has skills like Insurance, Banking, Risk Management, Financial Risk, Financial Services, Leadership, Customer Service, Relationship Management, Life Insurance, Finance, Health Insurance, Financial Advisory.
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Samuel Rees-Thomas
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