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Shona Mookerjee - Insurance Adviser

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Lets make a plan using KiwiSaver advice and Personal Insurance, where are you now, where do you want to be, how do we get there?

16/10/2026

𝗟𝗜𝗙𝗘 𝗔𝗙𝗧𝗘𝗥 𝗪𝗢𝗥𝗞 - 𝗔𝗺 𝗜 𝘀𝗮𝘃𝗶𝗻𝗴 𝗲𝗻𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝗺𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁?

How much money do I need to live?

When do I stop working?

What is the best way to use my KiwiSaver?

If you’re in your 50s or older, these questions will be top of mind.

Call me on 0272274662 or message me here and I can help you find answers to these questions.

14/10/2026

𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗵𝗼𝗺𝗲 𝗮𝗻𝗱 𝗻𝗼𝘁 𝘀𝘂𝗿𝗲 𝘄𝗵𝗼 𝘁𝗼 𝗮𝘀𝗸?
RJM Legal Limited - NZ is sponsoring a 𝗙𝗥𝗘𝗘 𝗙𝗶𝗿𝘀𝘁 𝗛𝗼𝗺𝗲 𝗕𝘂𝘆𝗲𝗿 𝗦𝗲𝗺𝗶𝗻𝗮𝗿 at the Pukekohe AFC Clubrooms on Wednesday, 21 October at 5.30pm.

RJM Legal is bringing together five professionals involved at different stages of the first-home buying journey — Bronwyn Peters from RJM Legal, Lexi Jones from Counties Home Loans, Louise Moore from Barfoot & Thompson, John Le Prou from Absolute Building Inspections, and myself — to answer some of the most important questions first-home buyers have.

We’ll talk about using KiwiSaver towards your deposit, arranging a mortgage, finding the right property, getting those essential building checks completed, understanding the legal process, and, of course, putting the right insurance in place to protect your new home and your ability to keep paying for it.

It’s absolutely 𝗙𝗥𝗘𝗘 to attend, so if buying your first home is somewhere on your horizon, let me know and I’ll register your attendance. Come along, ask your questions and take that important first step towards owning your first home.

𝗖𝗮𝗹𝗹 𝗺𝗲 𝗼𝗻 +𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮 𝗼𝗿 𝘀𝗰𝗮𝗻 𝘁𝗵𝗲 𝗤𝗥 𝗰𝗼𝗱𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗶𝗺𝗮𝗴𝗲 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗯𝗲𝗳𝗼𝗿𝗲 𝘀𝗹𝗼𝘁𝘀 𝗰𝗹𝗼𝘀𝗲.

12/10/2026

𝗪𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗮 𝗪𝗶𝗹𝗹, 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗮 𝗪𝗮𝘆.

My clients 𝗔𝗿𝗷𝗶𝗲 𝗮𝗻𝗱 𝗥𝗼𝗯𝗶𝗻 have taken steps to put plans to protect their young family from the unexpected.

Their insurance policy came with a client benefit that enabled them to put their Wills and Enduring Powers of Attorney (EPOAs) in place — something they had been meaning to do for a while but hadn't quite got around to.

A Will helps ensure your wishes are documented and your loved ones are provided for when you're no longer around, while an EPOA allows someone you trust to make important decisions on your behalf if you're no longer able to make them yourself.

Together, they're an important part of getting a family's affairs in order and taking some of the uncertainty out of what could otherwise be a difficult situation.

Need help with your insurance or a claim? Get in touch. I'm here to help every step of the way.
📱+𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮
📩 𝗶𝗻𝗳𝗼@𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇
🌏 𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇

09/10/2026

𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗰𝗼𝘀𝘁?

If you take your household’s monthly income and subtract what you save, what remains is roughly what it costs to live on each month.

If you multiply this figure by 12, that’s your annual income requirement. And times 35 is what you need to have saved by the time you turn 65.

Planning to age 100 isn’t predicting how long you will live. Its protection in case you happen to live longer than expected.

Massey University’s 2025 Retirement Expenditure Guidelines found that a mortgage free, two-person metropolitan household enjoying a ‘Choices’ lifestyle spends approximately $92,600 a year.
A lifestyle that allows you sufficient money to replace a car, dine out occasionally and have some discretionary spending.

Over 35 years, that’s $3.2m of household spending. This includes NZ Super, and your investment returns (e.g. KiwiSaver).

It does not mean you need $3.2m sitting in the bank at 65. It does means you need a plan for where your retirement income will come from—and how long it must last.

𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙢𝙖𝙮 𝙡𝙖𝙨𝙩 𝙡𝙤𝙣𝙜𝙚𝙧 𝙩𝙝𝙖𝙣 𝙮𝙤𝙪 𝙩𝙝𝙞𝙣𝙠.
𝙒𝙞𝙡𝙡 𝙮𝙤𝙪𝙧 𝙢𝙤𝙣𝙚𝙮?

07/10/2026

𝗕𝘂𝘆𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗵𝗼𝗺𝗲 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 – my clients, 𝗚𝗮𝗯𝗲 𝗠𝗼𝘀𝗲𝗹𝗲𝗻 & 𝗖𝗼𝗱𝘆 𝗖𝗹𝗲𝗮𝗿𝘆, are best mates and proud new homeowners. I caught up with them one evening for a celebratory pizza and b**r. 🍕🍺

While protecting their new asset is a priority, Gabe and Cody have also elected to protect their most precious asset – their ability to earn the income that makes their new home possible . Safeguarding their income quite literally helps keep the roof over their heads.

Income Protection can help replace a portion of one’s income to cover living expenses if they’re unable to work due to illness or injury.

𝙆𝙣𝙤𝙬𝙞𝙣𝙜 𝙩𝙝𝙖𝙩 𝙢𝙮 𝙘𝙡𝙞𝙚𝙣𝙩𝙨 𝙝𝙖𝙫𝙚 𝙩𝙝𝙚𝙞𝙧 𝙞𝙣𝙘𝙤𝙢𝙚𝙨 𝙘𝙤𝙫𝙚𝙧𝙚𝙙 𝙞𝙨 𝙩𝙝𝙚 𝙗𝙚𝙨𝙩 𝙛𝙚𝙚𝙡𝙞𝙣𝙜 𝙚𝙫𝙚𝙧. ❤️

Thank you, Gabe and Cody. It’s been a pleasure.

28/09/2026

𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗵𝗼𝗺𝗲 𝗮𝗻𝗱 𝗻𝗼𝘁 𝘀𝘂𝗿𝗲 𝘄𝗵𝗼 𝘁𝗼 𝗮𝘀𝗸?
RJM Legal is sponsoring a FREE First Home Buyer Seminar at the Pukekohe AFC Clubrooms on Wednesday, 21 October at 5.30pm.

RJM Legal Limited - NZ is bringing together five professionals involved at different stages of the first-home buying journey — Bronwyn Peters from RJM Legal, Lexi Jones from Counties Home Loans, Louise Moore from Barfoot & Thompson, John Le Prou from Absolute Building Inspections and myself — to answer some of the most important questions first-home buyers have.

𝙒𝙚’𝙡𝙡 𝙩𝙖𝙡𝙠 𝙖𝙗𝙤𝙪𝙩 𝙪𝙨𝙞𝙣𝙜 𝙆𝙞𝙬𝙞𝙎𝙖𝙫𝙚𝙧 𝙩𝙤𝙬𝙖𝙧𝙙𝙨 𝙮𝙤𝙪𝙧 𝙙𝙚𝙥𝙤𝙨𝙞𝙩, 𝙖𝙧𝙧𝙖𝙣𝙜𝙞𝙣𝙜 𝙖 𝙢𝙤𝙧𝙩𝙜𝙖𝙜𝙚, 𝙛𝙞𝙣𝙙𝙞𝙣𝙜 𝙩𝙝𝙚 𝙧𝙞𝙜𝙝𝙩 𝙥𝙧𝙤𝙥𝙚𝙧𝙩𝙮, 𝙜𝙚𝙩𝙩𝙞𝙣𝙜 𝙩𝙝𝙤𝙨𝙚 𝙚𝙨𝙨𝙚𝙣𝙩𝙞𝙖𝙡 𝙗𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙘𝙝𝙚𝙘𝙠𝙨 𝙘𝙤𝙢𝙥𝙡𝙚𝙩𝙚𝙙, 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙩𝙝𝙚 𝙡𝙚𝙜𝙖𝙡 𝙥𝙧𝙤𝙘𝙚𝙨𝙨, 𝙖𝙣𝙙, 𝙤𝙛 𝙘𝙤𝙪𝙧𝙨𝙚, 𝙥𝙪𝙩𝙩𝙞𝙣𝙜 𝙩𝙝𝙚 𝙧𝙞𝙜𝙝𝙩 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙞𝙣 𝙥𝙡𝙖𝙘𝙚 𝙩𝙤 𝙥𝙧𝙤𝙩𝙚𝙘𝙩 𝙮𝙤𝙪𝙧 𝙣𝙚𝙬 𝙝𝙤𝙢𝙚 𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙩𝙤 𝙠𝙚𝙚𝙥 𝙥𝙖𝙮𝙞𝙣𝙜 𝙛𝙤𝙧 𝙞𝙩.

It’s absolutely 𝗙𝗥𝗘𝗘 to attend, so if buying your first home is somewhere on your horizon, let me know and I’ll register your attendance. Come along, ask your questions and take that important first step towards owning your first home.

𝗖𝗮𝗹𝗹 𝗺𝗲 𝗵𝗲𝗿𝗲 ➡ +𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮

25/09/2026

𝗨𝘀𝗲 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗜𝗻𝘁𝗲𝗹𝗹𝗲𝗰𝘁 (𝗔𝗜), 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲.

AI is a great place to research, explore and get informed. But when it comes to personal insurance, information isn’t the same as advice.

Personal insurance is called personal for a reason. It needs to reflect your life, your family, your finances and what you actually need your cover to do when it matters.

𝙎𝙤, 𝙪𝙨𝙚 𝘼𝙄 𝙩𝙤 𝙜𝙚𝙩 𝙞𝙣𝙛𝙤𝙧𝙢𝙚𝙙. 𝙏𝙝𝙚𝙣 𝙩𝙖𝙡𝙠 𝙩𝙤 𝙖𝙣 𝙖𝙙𝙫𝙞𝙨𝙚𝙧 𝙩𝙤 𝙢𝙖𝙠𝙚 𝙨𝙪𝙧𝙚 𝙮𝙤𝙪𝙧 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙞𝙨 𝙛𝙞𝙩 𝙛𝙤𝙧 𝙥𝙪𝙧𝙥𝙤𝙨𝙚 — 𝙛𝙤𝙧 𝙮𝙤𝙪.

Let's review your insurance by sending me a message and we'll find the right cover for you.
📱+𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮
📩 𝗶𝗻𝗳𝗼@𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇
🌏 𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇

23/09/2026

𝗥𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗮𝗻 𝘀𝗮𝘃𝗲 𝘆𝗼𝘂 𝗠𝗼𝗻𝗲𝘆.

My new client Dianne Cobley recently took the time to review her Insurance with me.

When we aligned her Cover to her current circumstances, we were able to tailor her protection to better meet her needs—while also reducing her insurance premiums. She now has cover that's more appropriate for where she is in life and is paying less than she was before.

𝙇𝙞𝙛𝙚 𝙘𝙝𝙖𝙣𝙜𝙚𝙨 𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙨𝙝𝙤𝙪𝙡𝙙 𝙘𝙝𝙖𝙣𝙜𝙚 𝙬𝙞𝙩𝙝 𝙞𝙩. It's a great reminder that reviewing your insurance isn't just about making sure you have enough cover.
Sometimes, it's about making sure you're not paying for cover you no longer need.

Let's review your insurance by sending me a message and we'll find the right cover for you.
📱+𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮
📩 𝗶𝗻𝗳𝗼@𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇
🌏 𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇

21/09/2026

𝗜𝗻𝘀𝗽𝗶𝗿𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻

What an unforgettable evening at the 2026 GirlBoss Awards, celebrating some of Aotearoa’s remarkable young women who are already leading, innovating and making a difference in their communities.

I came away genuinely humbled by the intellect, confidence and sheer drive of the young women I met. To see that level of ambition and purpose at such a young age was incredibly inspiring.

As a woman working in financial services, this resonated with me on another level. Much of what I do is about helping women become more financially aware, confident and independent — so seeing these young women already thinking boldly about their futures was particularly powerful.

We often talk about our generation paving the way for the next. Yet evenings like this remind me that sometimes the next generation can blaze a trail for the rest of us.

I was especially pleased to be there supporting Rasmika Maharaj from Tribute, one of the many sponsors of this wonderful initiative.

Congratulations to all the nominees and winners, and to GirlBoss New Zealand for giving our next generation of female leaders a platform on which to shine.
Our financial futures will be stronger as more women take charge of it.

18/09/2026

𝗞𝗶𝘄𝗶𝗦𝗮𝘃𝗲𝗿 – 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 ’𝗲𝗺 𝘆𝗼𝘂𝗻𝗴

Entrepreneur and promotional products specialist Anita Patel of Apex Promotions knows a thing or two about planning ahead.

𝙃𝙖𝙫𝙞𝙣𝙜 𝙨𝙤𝙧𝙩𝙚𝙙 𝙤𝙪𝙩 𝙝𝙚𝙧 𝙤𝙬𝙣 𝙆𝙞𝙬𝙞𝙎𝙖𝙫𝙚𝙧, 𝘼𝙣𝙞𝙩𝙖 𝙖𝙡𝙨𝙤 𝙩𝙤𝙤𝙠 𝙩𝙝𝙚 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮 𝙩𝙤 𝙜𝙚𝙩 𝙝𝙚𝙧 𝙙𝙖𝙪𝙜𝙝𝙩𝙚𝙧 𝙈𝙖𝙮𝙖’𝙨 𝙆𝙞𝙬𝙞𝙎𝙖𝙫𝙚𝙧 𝙨𝙤𝙧𝙩𝙚𝙙.

Setting up KiwiSaver for our kids can give them a great financial head start — starting an early savings habit and giving their money more time to grow, towards building a first home deposit.

Like Anita, perhaps it’s worth asking the question: is my KiwiSaver sorted — and what about my kids?

Need help with your insurance or a claim? Get in touch. I'm here to help every step of the way.

📱+𝟲𝟰 𝟮𝟳 𝟮𝟮𝟳 𝟰𝟲𝟲𝟮
📩 𝗶𝗻𝗳𝗼@𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇
🌏 𝗺𝗼𝗼𝗸𝘀.𝗰𝗼.𝗻𝘇

😍

Address

4/35 Allens Road, East Tamaki
Auckland
2013

Opening Hours

Monday	9am - 7pm
Tuesday	8am - 5pm
Wednesday	9am - 7pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+64272274662

Website

https://mooks.co.nz/

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