Our People

Meet our friendly team of professionals

Our dedicated team is here to help you get the best out of our services.
Pictured below are the key members of our team.

Adam Currey

Financial Adviser

Adam has just ticked over 20 years as a Financial Adviser. Along the way he has maintained his enthusiasm for the industry through regular discussions with the many interesting clients sharing their life stories.

These discussions not only include insurance and investments but also the sharing of Adam’s own trauma and health insurance claim after experiencing a melanoma removal in 2019.

It is through this shared experience of life’s ups and downs; having to cope with the constantly changing rules, the challenging environment and a ‘visually challenged referee’, that a comprehensive, affective and appropriate financial plan can be formulated for you, your family and your business.

When Adam is not playing ‘devil’s advocate’ he is trying to convince his clients to maintain an even work life balance, fasting for improved health, and including mountain biking in their range of sports activities!

Matt Dodd

Chief Financial Officer

Matt is a chartered accountant who was involved in the Financial Services, Aviation and Telecommunications industries earlier in his career and for the last 19 years has been a consultant providing primarily profit improvement, risk mitigation and wealth enhancement advice to a range of both corporate and individual clients.

He is also an advocate of personal responsibility, the benefits of variety and focusing on maintaining a balance in life.

He recently celebrated 33 years as a member of the Chartered Accountants of Australia and New Zealand organisation.

Matt is a born and bred Aucklander who is married with two daughters who both now live in London. He still has enough pace to play touch rugby and score tries, and also enjoys boating, being involved in sport in any capacity and helping with charity work.

Yupar Oo

Financial Adviser

Yupar has a background in finance and banking and has over 20 years’ experience in the financial services industry, both here in New Zealand and in Singapore.

She has a Bachelor of Business Studies degree from New Zealand and has completed ongoing accreditation courses for the financial institutions that she represents, as well as numerous hours in personal study and seminars.

Yupar understands the importance of protecting the areas in your life that are important to you, such as your family, your income, your lifestyle and your health. She will take the time to understand what matters most to you, and is dedicated to helping individuals, families and business owners make informed decisions, and aims to provide personalised advice on personal insurance, KiwiSaver and wealth protection, tailoring solutions to each client’s unique goals and circumstances

Yupar is an effective, efficient and caring adviser who strives to protect clients’ wealth and lifestyle and go the extra mile for clients at their time of need. Her approach is based on building long-term relationships through honest advice, clear communication and ongoing support.

During her spare time, Yupar enjoys volunteering for causes close to her heart.

Natalie Atkins-Prescott

Client Services Administrator

Natalie is our Client Services Administrator. She contributes over 20 years of client service and general insurance experience in New Zealand, the UK, and The Netherlands. Working with such a wide range of people under such varied circumstances means she has the tool set required to offer great service!

Natalie has a Bachelor of Arts in German and European Studies from Victoria University of Wellington and speaks Dutch, German, and French. She is an animal lover with two cats and a voracious reader. She loves travel, Star Trek, Pink Floyd, and David Bowie.

Questions?

Please feel free to give us a call or send us a message with any queries you may have.

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