With combined experience of almost 100 years in financial services, the team at IronOak are here to help you. Whether it's an enquiry about or making a change to an existing policy, taking out a new policy, making a claim, wanting information about KiwiSaver or ACC advice or even a full financial plan, they have you covered. They're also real people with real lives, just like you. Read more about a member of our team below, and contact them directly if you'd like to.
Daniel began his life insurance career in 2005 and is still passionate about it 17 years later. He is the FANZ Outstanding Adviser of the Year 2021, a testament to his dedication to always putting his clients first. Daniel continues to work closely with first-home buyers, self-employed & salaried professionals and small business owners. Daniel is committed to ensuring his clients’ needs are met with appropriate, transparent and affordable insurance solutions. He is very involved at claim time, ensuring he and the insurers deliver on promises made. Daniel has 3 active sons (13, 10 and 8) and is usually either planning a tramp/Great Walk/mountain summit with them or recovering from one.
Daniel worked as a chef for five years before starting his journey as a financial adviser in 2020. He draws from his hospitality values of service and accuracy, ensuring that his clients are provided with insurance advice that is easy to understand and solutions that are affordable and transparent. Daniel believes in building long-term relationships with his clients, offering support and guidance throughout their lives. Outside of the office, Daniel can be found fishing, riding his motorbike or whipping up something tasty for his fiancée, Cassie.
Mathew has worked in the New Zealand financial services industry since 2001. He spent 5 years working at a major insurer then was in mortgage distribution for three years. He has been an insurance adviser since 2011 and has a fantastic knowledge of life insurance advice and processes. Mathew prides himself on product knowledge across all of the major life insurance companies in NZ and is a staunch advocate for the client-first approach. Mathew lives on the North Shore and is a health & fitness enthusiast as well as a bit of a pool shark
Richard has been working in the financial services industry for over 17 years now. He has worked as a mortgage and insurance adviser for major banks and advisory firms and is now solely focused on the insurance side of things. Committed to delivering excellent service and with a wealth of knowledge and experience, Richard loves helping his clients to protect what they value most. Richard has a wonderful partner who supports him and two teenage boys who tower above him. He is a keen fisherman, a collector (hoarder) and is passionate about the type of music no one plays anymore.
Kathleen grew up in Hawkes Bay but has lived in West Auckland for 20 years. She is a teacher by training and is mum to two young daughters. Kathleen is well-organised and efficient and enjoys working with our team of advisers to provide great service to our clients.
Amiria is a true westie, with strong Nga Puhi and Tainui roots. A qualified vet nurse, she is currently learning Japanese and is very passionate about helping her local community. She uses her love for education and photography to create engaging posts for IronOak that help our clients make informed decisions about insurance.
"Daniel has my full trust when it comes to my insurances. He spent time looking over what I already had in place and advised that it was not in my best interests to change anything even though I could have. I know that insurance advisers earn their income via commissions, so right then, I knew that he truly does what is best for his clients."