Stephen is our 'go to' numbers guy and is great at providing a solution to all our clients different requests. His philosophy is to deliver a quick and efficient service to our clients in a way that involves them but makes it as simple as possible. He has the ability to remember almost everything and has a great relationship with many of our clients, some from last Month and some for over 15 Years now. Golf is his escape when he is not being "Dad", but he has way more success with helping clients than he does with golf.
Michelle is the master of both Mortgages and Insurance (and the office).
With over 15 years of experience, Michelle saw the need for both her Moneytree clients, and Stephen's Mortgage Minders clients, to have a full advice solution that worked off the back of them being the trusted advisers to both companies.
(TAG) The Advice Group, thanks to Michelle now provides that to all of our clients. It just made sense and has been a huge success with a lot of happy clients who now have their mortgage and insurance solution inline and under one roof.
The gym, family and the girlfriends are just a few of the things that fill in her time outside of TAG...
Phil joined the team as a perfect fit to help our clients out and make sure their insurance solution was as good as the mortgage one, and that they work together.
At TAG we want the best for our clients. Phil is one of the best at providing a "Plan B" that works, makes sense, and is easy to understand.
The family and a bit of boxing keep him balanced and he is the other "go to guy" in the office.
Rachael joins the team after years of sales experience based on providing options and solutions.
Rachael keeps in regular contact with all of our clients, reviewing and realigning their mortgage solutions.
Originally a long term client who was really impressed with her TAG experience, she has now completed two years of training and is a Registered Financial Adviser. When she is not helping us make our TAG boat go faster, she is either with her Waka-ama team (making their boat go faster), teaching yoga or hanging out with her family.
Paulette is our person who knows where everything is and how it all works.
She has been part of the team for over 10 years now and knows a lot more than she lets on!!
Local, loyal and a major part of the team, she does a lot to make sure we all have some fun at the same time as getting the job done.
Family, friends and "her boys" easily fill in the time outside of her part time "TAG Team" role.
Rebecca's first taste of the corporate world began as a recruitment consultant, specialising in IT and Marketing, from here the travel bug got hold of her and she was off traveling Europe and working as an Events Co-ordinator in the UK for large corporate events such as London Fashion week. Family and the NZ summer brought her home some 3 years later, where her organisational skills introduced her to the insurance world.
Her affinity for creating, understanding and implementing processes was essential in order for her to succeed as a Practice Manager. More recently she has owned and managed an Insurance Practice Management business, however with the arrival of her second daughter the balance of running a business as well as kids was too much. Her desire however to keep within the working world and remain in her local area led her to the TAG team who have provided her with the flexibility to manage her home and professional life.
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They have also done an unprompted review of our arrangements and suggested changes that have saved thousands of dollars. I would recommend Mortgage minders to anyone.