Whether you are a first home buyer, property investor, building your dream home, or just looking to find the best loan, David can support you through the process to make it seem simple.
Having worked in banking and lending for 20 years, you can rely on David and his experience to walk you through the initial idea through to the final stage, whatever your dream may be.
David says that what has kept him energised in this industry for so many years is getting to know his clients, working together with them to find out what their goals really are, and the buzz of seeing them through to reality.
Keeping fresh through regular swimming, gym sessions and basketball, when they find some spare time, David and his wife are avid travellers. Aside from trips to see family in Italy, their favourite holiday was a drive from Auckland to Stewart Island and back.
I have 6 years’ experience in the banking industry where I developed advanced knowledge in residential home lending working in the retail and private banking space, including business and commercial banking.
I personally managed a substantial portfolio of clients assisting them with their ongoing financial needs.
I pride myself on my excellent communication skills and I have a passion for helping my clients achieve their goals.
I have spent many years living and working overseas where I gained valuable life experience.
Outside the office, I enjoy riding my motorbike, surfing, snowboarding, and weightlifting.
Lesley is the Office Manager at Threefold responsible for accounts and ensuring the smooth running of the office on a day to day basis. She is a diligent, highly motivated professional with proven office and business administrative abilities having worked in various industries. She loves being part of the friendly team at Threefold. She enjoys thriving under pressure, while achieving strict deadlines and managing chaos in a calm, confident manner.
Outside of work she enjoys spending time with her family, walking her dog along many of the beautiful North Shore beaches, drinking good coffee and sampling the odd glass or two of wine.
Peter Snedden has worked in insurance for over four decades so his insight is of enormous benefit to clients for both commercial and domestic insurance. He says, “We cover it all; commercial, property, liability, marine and domestic – It takes realistic focus to put the right protections in place. We’re able to tap into a broader insurance market to create the ideal insurance programme for you”.
Peter’s easy manner belies the seriousness of his attention. He is committed to helping clients put in place the right protection for their unique circumstances. When he’s not in the office, he’ll be enjoying his grandchildren or getting in the occasional round of golf.
Nicky is a super-efficient detailed person. She provides essential support for Threefold’s Insurance Brokers, helping them to get the paperwork right, liaise with the insurance companies and ensures that everything happens in time for new business and renewals.
“My career has been revolved around helping people get the best insurance premiums and terms and ensuring documents are accurate and arrive on time for our clients. It’s satisfying to know I have done the best I can for our Threefold’s customers’ and building that relationship with them, says Nicky.
A young family keeps Nicky on her toes and leisure time is often spent at one of the North Shore’s lovely beaches. She also has an artistic streak, which directs into graphic design and painting projects.
With over 20 years of experience, Yvonne has worked with a variety of clients, ranging from individuals to companies, providing tailored insurance solutions to meet their specific needs.
Yvonne’s expertise includes Personal and Business Insurance, health insurance, and specialty insurance products. She takes pride in providing her clients with personalised service, working closely with them to understand their unique requirements and providing them with the best possible coverage options.
Yvonne is committed to ensuring that every client’s end-to-end experience with Threefold Mortgages is seamless, professional, informative and, most importantly, exceeds their expectations. She considers that effective communication (digital and in person) is a cornerstone of her role and strives to keep clients and stakeholders fully informed of company or industry updates.
Staying up to date with the latest developments in the insurance industry, attending regular training and education programs to ensure she is always equipped with the most current knowledge and skills.
If you’re looking for a trusted Insurance Adviser who can help you navigate the complex world of insurance, Yvonne is here to help. Contact her today to schedule a consultation and learn more about how she can help you protect your assets and achieve your goals.
Meet Sharon McAlister, an experienced Insurance Adviser with a strong background in both mortgage and insurance industries. With a deep understanding of the financial landscape, Sharon is committed to providing her clients with the highest level of service and expertise.
Sharon’s approach to business is centred around building strong relationships with her clients. She understands that each client has unique needs, preferences, and financial situations, so she takes the time to listen and work closely with them to find the best possible solutions. Her personalised service ensures that each client receives individual attention and tailored recommendations to meet their needs.
Whether you are seeking insurance protection for your family or business, Sharon is here to help. Her wealth of knowledge and experience allows her to guide you through the often complex process of selecting the right policy for your needs.
Sharon is a Registered Financial Advisor and a member of the following professional bodies:
Kan Adviser Network
Financial Advice New Zealand
With 20 years’ experience in financial services, Carl has a solid understanding of everything insurance- and KiwiSaver-related and is passionate about educating his clients about the benefits of both.
Throughout his career, Carl has worked in a range of roles for Southern Cross HealthCare, Sovereign Life Insurance, and most recently Generate KiwiSaver. Thanks to his breadth of experience, Carl understands the importance of KiwiSaver fund choice, what insurance policies work for every age and stage of life, and how decisions his clients make now can impact the quality of their retirements.
After hours, Carl is kept busy by his wife and two children, and enjoys running, paddle boarding, watching basketball, and listening to his vast vinyl collection.