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Sally is a perfect human being and an exceptional financial advisor. She provides a complete and detailed guide regarding her clients’ finances. Her expertise lies in the area of risk insurance to protect the families of her clients. Her advice and services in the risk insurance area include life, trauma and disability insurance. She also provides guidance in income protection and health insurance. She will help you sail easily through the unexpected financial waters in unwanted life situations. Life is uncertain in all its certainty and it’s better to prepare for any kind of turbulence so you can protect your loved ones from any harm. For that purpose and many others, it is very important to get the right kind of insurance plan as soon as possible. Not only does she deal and guide with your life and health-related insurance. She will also secure your businesses with fire and general insurance plans. Her ability to protect assets with perfect insurance and financial plan is unmatchable. Not only has Sally been working with business owners but also with young couples and families to help them make smart decisions.
With almost 9 years of extensive experience, Sally would not only help you take care of your finances but also make your finances secure with excellent protection plans. Sally is born and bred in Dunedin and has loved every second of living here. She loves helping her fellow citizens reach financial stability and safety. She loves spending time with her family and gives equal dedication and time to her clients. Let Sally get your finances right in a timely manner and with perfect management.
Bryn is with Insurance Link, based in Dunedin and working alongside Mike Walters and the Mortgage Link team, covering Dunedin, Mosgiel and wider Otago. This joint approach achieves excellent client outcomes and satisfaction and ensures the highest levels of client service across key areas of personal financial services. Bryn’s area of expertise is personal insurance, meaning he identifies the best options for you across Life Insurance, Personal Risk Covers including Trauma and Income Protection and Private Medical cover.
Bryn places great importance on getting to know you and your family, understanding your situation and the commitments you have. His view is to build long-term relationships, meaning he does not just arrange your insurance on a one-off basis, he assists you throughout the different stages of your life, helping you update your insurance to reflect your changing circumstances. Perhaps most importantly, Bryn and the Insurance Link team will help you in the event of a claim situation, providing vital assistance and support at what would likely prove a difficult time.
Growing up in the U.K., with Welsh and Scottish parents, Bryn has lived in Dunedin since February 2019; his first visit to New Zealand was in 2011 when the Rugby World Cup was here. Bryn fell in love with the country then and that was the spark which ignited his ambition to live here permanently.
Outside of work, Bryn is a member of Chisholm Links Golf Club in Dunedin, look out for Insurance Link’s hole sponsorship if you’re playing there! Bryn is also a member of the Dunedin Edinburgh Sister City Society, which organises and runs the annual St Andrew’s Day celebrations that take place in the Octagon in late November.
To find out how Bryn and the Insurance Link team can help you with your personal insurance needs, please get in touch. Bryn is more than happy to meet in person or arrange a digital meeting if that’s easier. Bryn operates on a free and no obligation basis, giving you the freedom and confidence to choose the best personal insurance options to suit your needs.
Bryn and the team at Insurance Link Otago look forward to helping you!
When you’re searching for a financial advisor in Dunedin, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial advisor in Dunedin?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Dunedin:
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the Dunedin financial advisor to ensure they’re the best fit for your needs. There is an easier way to find a financial advisor: using Best Financial Advisors helps you mitigate most of the hard work. We provide curated lists of trusted and reputable financial advisors Dunedin residents hold in high regard.
Before you begin the process of locating a Dunedin finance adviser, you want to be sure the advisor you choose is right for you. All of our Dunedin financial advisors are highly rated and carry a proven success rate. However, you may want an advisor who specialises in an area that’s custom-tailored to your goals.
Every financial advisor on Best Financial Advisors carries a wealth of experience and expertise. However, each advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the advisor you’re choosing is best for you. Best Financial Advisors helps you cut out the research phase of this stage by providing you with advisors and their listed specialties. Simply look at the adviser’s profile for the “best for” section to find an advisor that matches your needs.
All of our Dunedin financial advisors are licensed, authorised, highly reputable. When we choose what financial advisers to provide to our customers, we go through a strict process of research that includes looking into an advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident you will have no problem finding an adviser who fits your needs and can get the job done.
