Lee specialises in helping you assess your needs and finds solutions to protect those you love.
Lee has been working within the financial services industry coming up 10 years and offers all personal insurance protection services along with additional strategies for you such as KiwiSaver and Investment opportunities.
Having recently joined Balance Advisors. Lee brings an eclectic mix of experience in Management for office, small business and key accounts; along with Administration in Trusts, Accountancy, Marketing and Customer Care. Lee has gained a myriad of experience and this challenges her to ‘think outside the square’.
With a young family of her own, Lee knows very well the importance of the right protection for your loved ones. She asks you this… “what would happen to you, your family, your hard-earned assets if you suffered an unexpected event and couldn’t work for awhile or forever?” Have you asked yourself this question? Many people believe protecting yourself and your loved ones is a great cost. Only you know your budget. Could you and your family manage on half, or a third of the dollars currently coming into your bank account? This may be your only entitlement with Government support. The real cost is not protecting yourself…
Lee thrives on building a strong and trusting relationship with you and will provide support with viable beneficial solutions for your protection needs and goals.
Lee can show you the statistics of how often ‘life can take an unexpected turn’ however would rather demonstrate how simple, effective and affordable the process is. And you can have peace of mind to live your life with your family knowing that everything is taken care of.
For your peace of mind chat, call her. Lee specialises in helping you focus on what is important. Living a great life!