Denise joined the team in January 2010 as a Personal Assistant to Phil Caldwell, bringing with her extensive experience from both the banking and insurance industries in NZ and overseas. With a strong foundation in financial services and more than nine years’ experience in the insurance sector, she offers a well-rounded understanding of the broader financial landscape and the needs of clients at every stage of their journey.

Denise has been a valued member of the team, and her professionalism, efficiency, and unwavering attention to detail have played a significant role in supporting both leadership and clients alike. Over the past 16 years, she has contributed meaningfully to the growth and ongoing success of the company, helping to ensure the highest standards of service are consistently delivered.

Denises’s exceptional organisational skills, industry knowledge, and client-focused approach perfectly complement the level of care and expertise the team prides itself on providing. Her commitment to building lasting relationships strongly reflects the company’s “client for life “ philosophy, ensuring every client feels supported, valued, and confident throughout their financial journey.