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Shona Mookerjee - Insurance Adviser

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Shona Mookerjee - Insurance Adviser

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?

02/09/2026

𝗦𝗽𝗿𝗶𝗻𝗴𝘁𝗶𝗺𝗲. 𝗔 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗣𝗹𝗮𝗻𝘁. 𝗣𝗿𝗼𝘁𝗲𝗰𝘁, 𝗔𝗻𝗱 𝗚𝗿𝗼𝘄 𝘆𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵. I’m delighted to be speaking at this upcoming women’s event for those who want to take a more intentional, long-term approach to their financial future.

𝙈𝙮 𝙨𝙚𝙨𝙨𝙞𝙤𝙣, 𝙋𝙧𝙤𝙩𝙚𝙘𝙩𝙞𝙣𝙜 𝙔𝙤𝙪𝙧 𝙒𝙚𝙖𝙡𝙩𝙝, 𝙬𝙞𝙡𝙡 𝙚𝙭𝙥𝙡𝙤𝙧𝙚 𝙝𝙤𝙬 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚, 𝙝𝙚𝙖𝙡𝙩𝙝 𝙖𝙣𝙙 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙨𝙖𝙫𝙞𝙣𝙜𝙨 𝙘𝙖𝙣 𝙬𝙤𝙧𝙠 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧 𝙖𝙨 𝙡𝙞𝙛𝙚 𝙚𝙫𝙤𝙡𝙫𝙚𝙨 — 𝙖𝙣𝙙 𝙬𝙝𝙮 𝙝𝙖𝙫𝙞𝙣𝙜 𝙩𝙝𝙚 𝙧𝙞𝙜𝙝𝙩 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚 𝙞𝙣 𝙥𝙡𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚 𝙟𝙪𝙨𝙩 𝙖𝙨 𝙞𝙢𝙥𝙤𝙧𝙩𝙖𝙣𝙩 𝙖𝙨 𝙩𝙝𝙚 𝙥𝙧𝙤𝙙𝙪𝙘𝙩𝙨 𝙩𝙝𝙚𝙢𝙨𝙚𝙡𝙫𝙚𝙨.

It’s an opportunity to step back, think about the future, and gain greater clarity and confidence around protecting what you’re building.
If that sounds like something you’d benefit from, 𝗱𝗼 𝗰𝗼𝗺𝗲 𝗮𝗹𝗼𝗻𝗴, 𝗯𝗿𝗶𝗻𝗴 𝗮 𝗳𝗿𝗶𝗲𝗻𝗱, 𝗮𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝘁𝗶𝗺𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲. I’d love to see you there!
Drinks and nibbles included!

Register here ➡ https://bit.ly/4dgMHXk

31/08/2026

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝘀𝘁𝗶𝗹𝗹 𝗙𝗶𝘁 𝗳𝗼𝗿 𝗣𝘂𝗿𝗽𝗼𝘀𝗲?

For Donovan and Alisha Keen, reviewing their existing Personal Insurance uncovered gaps in their Cover and an opportunity to restructure it to better protect their family and their future.

Insurance isn’t something you should simply `set and forget'. 𝘼𝙨 𝙡𝙞𝙛𝙚 𝙘𝙝𝙖𝙣𝙜𝙚𝙨, 𝙮𝙤𝙪𝙧 𝘾𝙤𝙫𝙚𝙧 𝙣𝙚𝙚𝙙𝙨 𝙩𝙤 𝙘𝙝𝙖𝙣𝙜𝙚 𝙬𝙞𝙩𝙝 𝙞𝙩.

A regular insurance review helps ensure the protection you’re paying for, is still the protection you actually need — and, as the Keens discovered, the process doesn’t have to be daunting.

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

28/08/2026

𝟭𝟬𝟯 ⭐⭐⭐⭐⭐ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 𝗮𝗻𝗱 𝗖𝗹𝗶𝗺𝗯𝗶𝗻𝗴

Videographer, content creator and co-owner of Nomad Studio, Dale Nel understands the importance of protecting her income.

Getting her insurance sorted wasn’t nearly as daunting as she expected — and, perhaps more surprisingly, it was at a price she could afford.

Through the experience, Dale has come to appreciate that while insurance has a cost, the peace of mind that comes from putting long-term protection in place can be priceless.

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

25/08/2026

𝗤𝘂𝗼𝘁𝗲𝗠𝗼𝗻𝘀𝘁𝗲𝗿 𝗦𝗲𝘁𝘁𝗹𝗲𝘀 𝘁𝗵𝗲 𝗗𝗲𝗯𝗮𝘁𝗲 Kudos to Russell Hutchinson, Kelly Pulham and Aneel Ravji from the Quotemonster team for organising an excellent and well-attended industry event for Auckland financial advisers.

The highlight of the morning was two lively head-to-head debates on very topical issues: 𝗟𝗲𝘃𝗲𝗹 𝗖𝗼𝘃𝗲𝗿 𝗮𝘀 𝗮 𝗗𝗲𝗳𝗮𝘂𝗹𝘁 𝗮𝗻𝗱 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗭 𝗦𝘂𝗽𝗲𝗿 𝗔𝗴𝗲. Mark Banicevich did a great job as moderator, with the audience having the final say by voting for the winners.

Team S — Sarah Curtis from The Straight Up Advice Company., Soham Udare from Tulip Financial, and yours truly — managed to crunch through the competition and win the audience vote in our debate.

A refreshing change from the traditional industry roadshow, with a dynamic mix of audience participation, robust discussion and practical industry updates.

𝗧𝗵𝗮𝗻𝗸𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗤𝘂𝗼𝘁𝗲𝗠𝗼𝗻𝘀𝘁𝗲𝗿 𝘁𝗲𝗮𝗺 𝗳𝗼𝗿 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮 𝗴𝗿𝗲𝗮𝘁 𝗺𝗼𝗿𝗻𝗶𝗻𝗴.

24/08/2026

𝗕𝗲𝗶𝗻𝗴 𝗖𝗢𝗩𝗘𝗥𝗘𝗗 𝗴𝗶𝘃𝗲𝘀 𝘆𝗼𝘂 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘁𝗼 𝗦𝗺𝗶𝗹𝗲 𝗮𝗯𝗼𝘂𝘁.

Marketers, videographers, content creators and co-owners of Nomad Studio, Dale and Richa understand the necessity of Income Protection.

Putting this Cover in place, insures their business against risk, and keeps them secure and smiling.

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

21/08/2026

𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗗𝗢 𝗣𝗮𝘆 𝗖𝗹𝗮𝗶𝗺𝘀 – As clients like 𝗥𝗲𝗻𝗲𝗲 𝗦𝘄𝗶𝗻𝗱𝗲𝗹𝗹𝘀 testify, the secret to a successful claim starts with your Application. Making 𝗖𝗢𝗠𝗣𝗟𝗘𝗧𝗘 𝗮𝗻𝗱 𝗔𝗖𝗖𝗨𝗥𝗔𝗧𝗘 disclosures when you apply for Cover; and partnering with an insurer with a strong claims payment record can give you confidence at claim time.

When you call me to make a claim, I first, assess and check your eligibility.
I make contact with the insurer and submit the Claim Form.
And finally, I work through the claim with the insurer, getting them the information that they need to approve and to pay the claim in timely fashion.

𝑪𝒍𝒂𝒊𝒎 𝒕𝒊𝒎𝒆. 𝑰𝒕’𝒔 𝒕𝒉𝒆 𝒐𝒏𝒍𝒚 𝒓𝒆𝒂𝒍 𝒕𝒆𝒔𝒕 𝒐𝒇 𝒚𝒐𝒖𝒓 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 𝑷𝒐𝒍𝒊𝒄𝒚.

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

19/08/2026

𝗦𝗵𝗼𝘂𝗹𝗱 𝗟𝗲𝘃𝗲𝗹 𝗽𝗿𝗲𝗺𝗶𝘂𝗺𝘀 𝗿𝗲𝗽𝗹𝗮𝗰𝗲 𝘀𝘁𝗲𝗽𝗽𝗲𝗱 𝗽𝗿𝗲𝗺𝗶𝘂𝗺𝘀 𝗯𝘆 𝗱𝗲𝗳𝗮𝘂𝗹𝘁 - is the Question being debated in person at the Auckland Quotemonster Financial Advice Debate at Alexandra Park on 25 August.

𝙄’𝙢 𝙨𝙥𝙚𝙖𝙠𝙞𝙣𝙜 𝙖𝙜𝙖𝙞𝙣𝙨𝙩 𝙩𝙝𝙚 𝙢𝙤𝙩𝙞𝙤𝙣, 𝙬𝙞𝙩𝙝 𝙎𝙖𝙧𝙖𝙝 𝘾𝙪𝙧𝙩𝙞𝙨 𝙛𝙧𝙤𝙢 𝙏𝙝𝙚 𝙎𝙩𝙧𝙖𝙞𝙜𝙝𝙩 𝙐𝙥 𝘼𝙙𝙫𝙞𝙘𝙚 𝘾𝙤𝙢𝙥𝙖𝙣𝙮 𝙖𝙣𝙙 𝙎𝙤𝙝𝙖𝙢 𝙐𝙙𝙖𝙧𝙚 𝙛𝙧𝙤𝙢 𝙏𝙪𝙡𝙞𝙥 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡. 𝙈𝙖𝙧𝙠 𝘽𝙖𝙣𝙞𝙘𝙚𝙫𝙞𝙘𝙝 𝙬𝙞𝙡𝙡 𝙖𝙘𝙩 𝙖𝙨 𝙩𝙝𝙚 𝙈𝙤𝙙𝙚𝙧𝙖𝙩𝙤𝙧 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙙𝙚𝙗𝙖𝙩𝙚.

The event isn’t designed as a traditional roadshow — or a debate. It’s an industry event with a dynamic mix of practical updates and interactive engagement.

17/08/2026

Reviewing your insurance periodically is 𝘃𝗶𝘁𝗮𝗹. If an Insurer does not offer you Cover immediately, they may do so once your symptoms stabilise or your condition resolves.

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

14/08/2026

From TODAY, eligible 𝗻𝗲𝘄 𝗔𝗜𝗔 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 can receive a permanent 𝟳% 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗕𝗼𝗼𝘀𝘁𝗲𝗿 𝗗𝗶𝘀𝗰𝗼𝘂𝗻𝘁 on newly underwritten AIA Living Life and Family Protection Cover policies.

𝗞𝗮𝘁𝗶𝗲 𝗛𝘂𝗻𝘁𝗲𝗿, Adviser Learning Specialist (middle), and 𝗝𝗶𝗻𝗻𝗶𝗲 𝗠𝗮𝗻𝗹𝗲𝘆, BDM (right), are among the AIA team excited about these changes.

The 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗕𝗼𝗼𝘀𝘁𝗲𝗿 𝗗𝗶𝘀𝗰𝗼𝘂𝗻𝘁 complements 𝗔𝗜𝗔 𝗩𝗶𝘁𝗮𝗹𝗶𝘁𝘆, creating an opportunity for clients to benefit both immediately and over the longer term from making positive health and wellbeing choices.

The new initiative provides an immediate premium saving, while AIA Vitality continues to reward members over time for healthy choices and positive wellbeing behaviours.

𝑬𝒍𝒊𝒈𝒊𝒃𝒊𝒍𝒊𝒕𝒚 𝒄𝒓𝒊𝒕𝒆𝒓𝒊𝒂 𝒂𝒑𝒑𝒍𝒚: 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝒎𝒖𝒔𝒕 𝒃𝒆 𝒂𝒈𝒆𝒅 16 𝒐𝒓 𝒐𝒗𝒆𝒓, 𝒉𝒂𝒗𝒆 𝒃𝒆𝒆𝒏 𝒂 𝒏𝒐𝒏-𝒔𝒎𝒐𝒌𝒆𝒓 𝒇𝒐𝒓 𝒂𝒕 𝒍𝒆𝒂𝒔𝒕 12 𝒎𝒐𝒏𝒕𝒉𝒔, 𝒂𝒏𝒅 𝒉𝒂𝒗𝒆 𝒂 𝑩𝑴𝑰 𝒃𝒆𝒕𝒘𝒆𝒆𝒏 18.5 𝒂𝒏𝒅 26.99.

12/08/2026

*𝗦𝗽𝗿𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗪𝗲𝗮𝗹𝘁𝗵* - 🌱 *𝗣𝗹𝗮𝗻𝘁. 𝗚𝗿𝗼𝘄. 𝗣𝗿𝗼𝘁𝗲𝗰𝘁* ~ I’m delighted to be speaking at this upcoming women’s event for those who want to take a more intentional, long-term approach to their financial future.

My session, *𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵,* will explore how insurance, health and long-term savings can work together as life evolves — and why having the right structure in place can be just as important as the products themselves.

It’s an opportunity to step back, think about the future, and gain greater clarity and confidence around protecting what you’re building.

If that sounds like something you’d benefit from, do come along, bring a friend, and invest a little time in your financial future. I’d love to see you there!
Drinks and nibbles included!

Register your attendance here ➡️ https://bit.ly/4i4u3Fi

RSVP 5 September, 2026

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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