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Our Team

Craig Kura

Managing Director/AFA Adviser     |      021 2724400           

Craig believes that quality advice provides the clarity and knowledge required to travel the road to success.  As an Adviser for over 13 years, Craig helps his clients to make informed decisions that achieve their financial goals by offering tailored advice that considers each client’s situation. 

Mark Breen

AFA Adviser/Director      |      021 934324   

Mark has been in the Insurance industry since 1992 and joined our team in 2003. Mark enjoys meeting with a wide range of people, developing risk solutions and has a strong focus on the rural sector. 

Murray Sim

AFA Adviser/Director     |      021 564611

Murray has been an Adviser with our business since 1992 and has been in the insurance industry since 1989. Murray primarily works in the personal risk insurance market and has a wide range of clients throughout the Southland and Otago regions. Murray believes that quality of life is not attained by chance

Jason Shields

AFA Adviser      |      021 2092968                       

Our resident Investment Guru, Jason has extensive knowledge of the Investment Market.  Jason qualified from university with a Bachelor of Commerce and DipGrad majoring in Finance and has been working in the Banking and Investment Industry ever since. Jason is passionate about helping people take charge