Having completed an Economics degree at Waikato University, Jamie’s interest in the benefits of insurance for family protection led him to join the insurance industry in 1996. Jamie quickly identified shortfalls in the industry regarding training and joined a consulting company for two years providing business planning and marketing training to tied advisers transitioning into the unaligned broker structure that exists today. Working in various development roles within Sovereign for six years, Jamie was able to get a clearer understanding of how the industry functioned and observed a broad spectrum of advice through day-to-day work with adviser practices across the Auckland and Waikato region. In 2004 Jamie took the plunge to start his own business and specialise in the area of business protection and quantified personal advice. Joining forces with Heath Cleland in 2007, he has achieved a common vision of building a well-established business with a large and loyal clientele.

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