Sophie Heath

My journey in the insurance industry began with a genuine desire to make a positive difference in people’s lives. Specializing in risk insurance, Iutilize my extensive sales background to foster lasting connections and provide tailored insurance solutions that meet each individual’s unique needs. Originally from the stunning landscapes of Wales, I’ve since made New Zealand my home, where […]

Martin Fox

From a young age I have enjoyed working with people, building relationships, and investing money. In my role as an investment adviser, I work with clients to help them define their financial objectives and create a tailored investment strategy. I joined SwainWoodham Group in March 2022 which was an exciting move for me after 18 […]

Andy Pender

I have been an insurance adviser since 2020, joining the SwainWoodham group in December 2022.  Leveraged from my 16 years in professional aviation, I take a strategic and procedure-driven approach to my insurance advice. I see many similarities between insurance with aviation. My clients rely on me to keep them and their loved ones or […]

Brian Burgess

I first entered the Life Insurance Industry in 1996 and have enjoyed working with and learning from a number of Senior Insurance Advisers within their respective Firms over that period of time. Apart from many years of experience within the Insurance Industry I have kept up to date with the knowledge required by attending ongoing […]

Jim Smith

FIA, CERA, CFA, FRM, SCR, CFP, FPFS I entered the financial services industry in 1995 and joined the SwainWoodham Group in June 2023. I have broad range of experience in advising private clients, investment advice to large institutional pension funds and financial planning for international migrants.  I have a passion for helping others succeed financially […]

Corey Williams

I joined SwainWoodham Group in early 2009, bringing broad experience in business to my role as an adviser. An early career in banking was followed by a series of roles in sales and marketing, management and business development both in New Zealand and in the UK.  Joining SwainWoodham Group has provided a unique opportunity to […]