Our Team
Our Team
Welcome to our dynamic business team! Comprised of diverse talents and driven individuals, we unite under a common goal to redefine industry standards and drive unparalleled success. With a blend of expertise, creativity, and unwavering dedication, we tackle challenges head on, turning obstacles into opportunities. Together, we're poised to exceed expectations, innovate relentlessly, and chart new pathways to prosperity. Get ready to embark on an exciting journey of growth and achievement with us!
Meet The Team
Neill
Bernie
Bernie
Director
Financial Consultant
Registered Financial Advisor (NZQA Level 5, XERO Certified), brings 30+ years of experience ensuring compliance with Financial Markets Authority regulations.
He specialises in Life, Trauma, TPD, Income Protection, Mortgage Repayment, Redundancy, and Health Insurance, as well as mentoring sole traders and SMEs.
Neill also connects clients with trusted professionals for Wills, Trusts, Mortgages, and Fire & General Insurance.
Bernie
Bernie
Bernie
Co-Director
Financial Advisor
Financial Adviser (NZ Certificate Level 5), has been guiding clients since 1984. Formerly a Branch Manager for a major South African insurer, he’s been an independent adviser since 1994, earning multiple industry awards.
He specialises in Life, Trauma, TPD, Income Protection, Mortgage & Rent Repayment, Redundancy, and Health Insurance. With deep expertise, Bernie connects clients to trusted professionals for Wills, Trusts, Mortgages, and Fire & General Insurance.
Ben
Bernie
Andrea
Cloudsoft Accounting
Accounting Lead
Ben Carmichael is the Director of Cloudsoft Accounting. He has nearly 20 years of Accounting experience having worked in Public Practice Chartered Accounting firms, as an Accountant in the private sector and finally, experience working in the public service. Ben is proud to be a Registered Tax and Business Advisor (RTBA) as a member of the Accountants and Tax Agents Institute of New Zealand (ATAINZ). Ben prides himself on cutting through the Accountant speak and explaining things in a way that is easy for any business owner to understand.
Andrea
Bernie
Andrea
Marketing & Events Lead
Marketing & Event Consultant, excels in building impactful business relationships, crafting digital strategies, and delivering unforgettable events. With a Bachelor's in Business Marketing (AUT) and certifications in Event Planning & Digital Marketing, she brings expertise and hands-on experience to every project.
Specializing in social media, copywriting, and brand engagement, Andrea thrives on creating innovative content and dynamic marketing strategies. Her keen eye for detail and commitment to excellence ensure tailored solutions that help businesses stand out and succeed.