Barbara-Lee Dickson
Barbara-Lee Dickson is the Director of The Insurance Ladies and is an Authorised Financial Adviser, Insurance Specialist. She loves helping families and people in business to protect their financial security around any unexpected illness or injury. She specialises in working with women in business.
Her role is to ensure that you are not exposed to any unnecessary risk, while at the same time making sure you don’t pay more than you need to for your protection plans.
Her biggest piece of advice to you is to make sure you know the value of getting personalised advice from an Insurance Specialist. Products through direct and banking channels are often inferior and expensive and can often result in disappointment at claim time.
Once you become a client, Barbara-Lee is there to review your plan as your life changes and is definitely there for you at claim time. This is where the rubber hits the road and she is there to support and help you through this time.
Barbara-Lee loves to travel and spend time with family and friends. She enjoys walking and the occasional game of golf. The charity she supports is the Neurological Foundation. Her daughter suffered a serious head injury back in 2011 which sent her on a personal journey that no mother wants to take. Also her Dad suffered from Alzheimer’s which a dreadful cruel disease.
For FREE independent personal and business insurance advice, contact Barbara-Lee on 0508 81 81 81
Holly Rogers
Holly Rogers gained the courage to step outside of the corporate world after 25 years to start her own company, HRM (Holly Rogers Mortgages) which is all about making home loans easy, and it’s a free service! Holly’s passion is seeing people achieve their home ownership dreams. She is committed to providing uncompromising service, making sure her clients are fully informed every step of the way… and also beyond when life takes a different path and people need to review their options. She offers the following advice: “Buying a Home is a journey, so ask lots of questions on how to be “Buy Ready” no matter how silly you think your questions may be – this is one of the biggest purchases you ever make!”
For FREE independent home loan advice, contact Holly: www.hollyrogers.co.nz
Terri Winder
Terri Winder is a Residential and Lifestyle Sales Consultant at Harcourts Grenadier Real Estate and she is studying part-time towards a Bachelor of Business. Her business is about long-term client relationships. “We devote ourselves to providing an exceptional client service before, during and after each sale. This starts with shaking their hand at our first open home to delivering their settlement gift on the successful sale.”
She offers the following advice: “If you think it’s expensive to hire a professional, wait until you hire an amateur. It is the process, not the promise of a price, that will get you a premium price in today’s market.”
Terri loves kickboxing and yoga, playing with her two Labradors, and spending time with family and friends. She supports a charity that is focussed on curing treatable blindness and improving health care services, education, and the environment in the Pacific regions. Terri founded the Selwyn Young Professionals which is an intiative dedicated to connecting young professionals and sharing knowledge within the Selwyn community.
View more information at http://brucewinder.harcourts.co.nz.
Judith Bullin
At Parry Field, their aim is to get to the heart of what matters for their clients. Judith says “That means we put our clients’ needs first and work hard to achieve the best possible solutions for them.” Her goal is to give practical, easy to understand and pragmatic advice so she can help her clients apply the law to their particular situation. She also likes to give advice that thinks about the future e.g. a client may come to her about a particular issue but with forward thinking she can try to help them foresee what other advice they may need now to help them in the future.
She also offers the following advice to those considering her service: “It is really important to obtain sound, practical advice to ensure you protect the assets you’ve worked hard to earn and make wise decisions when considering how to grow your assets. I can help people with doing their Will, buying and selling property, setting up a Trust, entering into building contracts from small residential properties through to large scale building developments, subdivision work, commercial leasing, buying and selling businesses.”
Visit Judith’s profile at: www.parryfield.com/our_people/judith-bullin
Ruth Judkins
Ruth offers the following advice: “If you’re buying a house, don’t constrain yourself. Give yourself time towork through your due diligence period and don’t be afraid to spend the money to obtain important reports.”
View Ruth’s profile at: www.parryfield.com/our_people/ruth-judkins
Courtney Patterson
Courtney joined TelferYoung Canterbury in October 2012 having completed a Bachelor of Commerce majoring in Property Valuation and Management at Lincoln University. Courtney has recently gained her valuer’s registration and undertakes a wide range of urban valuation work including commercial, industrial and residential properties throughout the Canterbury region. Courtney is a member of both the Canterbury Branch of the Property Institute of New Zealand and Canterbury Young Professionals.
Visit Courtney’s profile at: www.telferyoung.com/our-offices/canterbury/our-people/courtney-paterson
Jade Kenney
Jade Kenney is an investment advisor at Forsyth Barr, with over 15 years experience in the financial services industry. She particularly enjoys educating and advising women on investing. Whether you’re an experienced investor or just starting out, Jade can help you do something more meaningful with your money – giving you that ‘sleep at night’ factor.
Investors have put their trust in Forsyth Barr for investment advice for over 80 years. They have one of New Zealand’s largest and most experienced equity research teams and coverage that is amongst the widest available.
Outside of work Jade is a member of a competitive marching team and has been actively involved in the sport of marching for over 30 years.
She enjoys Pilates, spending time with family and friends, and traveling to new destinations.
Her best achievements have been raising her 20 year old daughter, winning National titles through marching, and embarking on a career which continuously fulfils her interests and abilities.
View Jade’s profile at: https://www.forsythbarr.co.nz/about-us/our-people/investment-advisors/jade-kenney/
Jann Meehan
Jann Meehan is a Success Coach and has experience as the co-owner of a large business for over 30 years.
Her best achievements include getting a B Com degree whilst raising 3 sons, being placed 3rd in a National Speaking contest in Toastmasters and being married to the same man for nearly 50 years (she mentions she started very young!).
She loves all the domestic stuff – cooking & baking and spending time with family, gardening, reading and movies. She keeps fit with the gym twice a week and Tai Chi.
Jann’s main point of difference as a Success Coach is her unique combination of skills, knowledge and experience. She has been a business owner for 30 years, a CA accountant for 25 years and a Life Coaching Diploma for 7 years – She knows first-hand how hard it can be to have a successful business/career and still have a balanced life. She loves to help her clients with this stuff.
She is a volunteer mentor with NZ Business Mentors and she does a lot of voluntary work for Toastmasters. Together with her husband they sponsor 3 kids through Christian Children’s Fund and their businesses donate to the Cancer Society, City Mission along with many other local charities, and provide uniforms for SAS junior soccer teams.
She offers the following advice; “Coaching is fantastic for women in particular, as usually they feel they have to be able to know it all, do it all, and do it all alone. Coaching changes that, and can open up a whole new world for you. I provide constant support to assist you in clarifying your vision, setting and reaching your goals and holding you accountable so that you can achieve your big dreams and visions.”
View Jann’s profile at: jannmeehan.co.nz and FB: www.facebook.com/JannMeehanSuccessCoach
Anna McNab
Anna McNab started running her own Chartered Accounting Firm at 29; HM Consultants Limited.
Anna describes herself as a bit of a sporty nut – she enjoys competitive athletics, hiking up the hills and biking around the city on the new bike lanes (with her Pug, Doug in the basket!)
She also tries to get away for a month a year to explore different parts of the world (and to buy more shoes.)
She has won eight titles in the 2017 New Zealand Masters Athletics Championships, breaking a New Zealand record.
She also bought her first home at 24.
Her business, HM CONSULTANTS, is a boutique firm so her clients are dealing with the same person each year, which builds great relationships both professionally and personally.
She says: “We have the best of both worlds, with my father having forty years CA experience, and I having 10 years’ experience along with significant knowledge of accounting software to help clients.”
We are about empowering people. It is vital that clients have an understanding of what the ‘numbers’ mean, as this means that they can assess how they going at the touch of a button.
Anna is one of six volunteer mentors nationwide who run workshops for ‘Hear for You’, a workshop based programme for hearing impaired teenagers, helping them to prepare for life’s challenges.
She is a treasurer for Canterbury Athletics and also Canterbury Masters Athletics. She says “Because I competed in athletics for 21 years, and this has set me up both academically and professionally, I am keen to give back to this”
Her best advice:…”Knowledge is power, it’s a step towards success, so don’t be afraid to ask your accountant as many questions as you need, it’s vital you understand your business.”
Going to your accountant shouldn’t feel like going to the dentist. Come and see me for a free 1 hour consultation.
View Anna’s profile at: www.hmconsultants.co.nz