Wendy Hamilton

Wendy Hamilton joins the Advice Plus team with a wealth of industry knowledge after being a Financial Adviser for more than 10 years as well as having managed a team of Financial Advisers for a similar length of time. Wendy’s passion for ensuring that clients receive quality advice has meant that she has also been heavily involved throughout her career in assisting other advisers with meeting ‘best practice’ standards. Over the last few years this passion has led to Wendy being part of a project team preparing financial advisers to meet new legislative requirements around ensuring advice that is suitable for clients’ specific needs and that advice is easy to understand.

Wendy’s combination of skills and experience is a natural fit with the team at Advice Plus as Jamie and Health are both committed to ensuring all Advice Plus clients have the peace of mind knowing their insurance remains suitable for their needs as lives evolve.

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Jonathan Lockyer

Following a successful career in recruitment in both London and Auckland for more than 16 years I was looking a new challenge where I could make a difference to New Zealanders. As a very proud father and husband, protecting business’s and families through insurance advisory appealed to me.

After 18 months of meeting various broker business’s in the Auckland area, Advice Plus was recommended to me as a new wave of insurance advice that the industry was crying out for. Their professional advice approach was exactly what I was looking for.
My personal strengths of trust, empathy, integrity and enduring relationship management will set me up to help deliver the right solution to my customers. By looking at the whole picture and following a robust and quantified analysis I will be able to provide the best advice possible to best meet my customer’s needs.

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Heath Cleland

After 8 years as the New Zealand Operations Manager for a multinational provider of business credit information and collection services Heath was seeking a new challenge. In 2003 he joined the financial services industry as an insurance adviser, before establishing his own insurance broking business in 2005. Heath and Jamie merged their businesses in 2007 forming the very successful business partnership they currently operate. Heath’s strengths are in establishing and nurturing relationships, and he is passionate about providing the best quality advice, service and support for his clients. Heath strongly believes that: “The quantified analysis and advice we deliver is truly appreciated by our diverse range of business and personal clients. Knowing that our process and service puts our client first makes what we do very satisfying”.

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Jamie Lester

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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