Peak Financial Services

I have been a mortgage broker and insurance broker in the Financial Services Industry for over 30 years. During that time I have run my own Finance Company and assisted many into their first home. With a wide range of contacts in the Insurance Industry and experience managing my own and other business' I am well placed to advise and design business and shareholder insurance packages. Many of my cl

ients have been surprised at the comprehensive levels of cover they can achieve for similar premiums that they have already been paying. It is all about ensuring that the client is getting the best value for their premium dollar. Sometimes that means redesigning existing insurance packages or getting insurers to offer new ones. Almost any situation can be insured, it's just a matter of finding a reputable insurer and striking a rate. Putting together commercial finance packages for developers or those adding to their Investment portfolio takes more than being able to crunch numbers. Having long term relationships with the lenders is also critical. Property and Finance specialist for new or second Home Buyers, restructuring Debt Facilities or second mortgages. Access to a large range of lenders. Business Start up Specialist

Specialties: Team development and leadership
New product development and launch strategies
Sales and Marketing strategies. Shareholder Buyout Agreements and insurance packages.