Better Decisions | Better Outcomes | Better Lifestyle

Jo Choat

Financial Adviser

Jo joins us with 23 years’ experience as an independent financial adviser. Fuelled by a passion for helping people achieve their dreams, Jo’s focus is always about doing the right thing for her clients. She specialises in KiwiSaver, mortgages and budgeting.

For Jo, work is all about the people. She gets a kick out of knowing she’s made a difference and helped her clients become more financially aware. It’s what gets her out of bed in the morning.

In her spare time, Jo sings in a choir, rides her bike and, true to her friendly people-person nature, spends a lot of time socialising. If she wasn’t working in finance, Jo says she’d be travelling the world and meeting new people – or she’d open a homeware shop.

  • Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended.

    Johnny Robinson

  • Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person!

    Vijay Nyayapati

  • I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services.

    Andrew Malmo

  • Michael has consistently provided excellent service, financial advice, support and follow-up on insurance services for my business. I would highly recommend Michael to anyone needing clear and honest financial advice.

    James McGoram

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