Meet Svetlana

Financial Adviser

Specialising in: General Insurance – Commercial, General Insurance – Domestic, Health Insurance, KiwiSaver and Life Insurance

Svetlana is a Financial Adviser, bringing over 20 years of experience and service as an insurance and financial adviser in NZ. She was brought up & educated in Russia and Latvia and first came to NZ in 1998.

Her expertise covers General (business and private), Life, Trauma, Income Protection,  Medical insurance, also Kiwisaver, mortgages  & travel polices.

Svetlana loves to help clients, understands their needs and works hard to help achieve security and assurance in their lives through her expertise.

Svetlana holds a Diploma in Financial Planning from Massey University plus practicing certificates as required by the best standards of practice. Her skills are constantly updated through regular professional training. She also holds a degree in Economics and Planning from the Riga Civil Aviation institute.

Svetlana lives in a beautiful area on the Hibiscus coast, North of Auckland with her husband and a sometimes questionable cat. Children have grown and flown and are successfully making their way in the world.

For entertainment she loves to travel, garden, also trains and nurtures a growing orchid population. She loves to socialise, delights in an annual musical escapade to WOMAD with friends and family, music having always been a lovely distraction.