We are thrilled to welcome Rachel, affectionately known as “Rach” to her friends, as a Financial Adviser on our team. Rachel brings with her an impressive 12 years of experience in the Insurance industry, encompassing claims, broking, underwriting, and leadership. Her extensive background across these critical verticals equips her with a comprehensive understanding of the industry, positioning her as an invaluable asset to our clients and our team.
Rachel’s firsthand experience in claims and underwriting offers her a unique perspective on how insurance operates at every stage. This depth of knowledge enables her to guide clients through the complexities of insurance with clarity and confidence. Whether navigating the intricacies of policy selection or advocating for claims resolution, Rachel’s expertise ensures that her clients receive tailored advice that truly meets their needs. She also holds the New Zealand Certificate in Financial Services (Level 5), further demonstrating her commitment to excellence and professionalism in the field.
Beyond her professional accomplishments, Rachel is a vibrant and well-rounded individual. After completing a snowboarding season in Morzine, France, she and her husband Frank, along with their beloved cat Yuki, relocated to Wanaka to embrace their shared love for the outdoors. Rachel’s passion for sports is nothing short of remarkable; she has held national titles in three different sports simultaneously—swimming, surf lifesaving, and soccer. Her sporting achievements have instilled in her a strong work ethic, resilience, and a deep sense of discipline, qualities that permeate her professional life.
Rachel is a firm believer in maintaining a balanced life. She recharges by swimming, hiking, snowboarding, and embarking on weekend adventures. Her creative outlets, such as cooking and baking, reflect her multifaceted personality. Additionally, Rachel has been a dedicated Volunteer Surf Lifeguard for over 15 years and continues to serve, showcasing her unwavering commitment to community service and her empathetic nature.
Her diverse experiences, both personal and professional, have shaped her into an adviser who genuinely understands people from all walks of life. Rachel’s ability to relate to a wide range of individuals, coupled with her industry expertise, makes her the perfect partner to help clients navigate their financial and insurance needs.