Stewart is upfront, perceptive and straight-talking, even when he's helping you overcome complex situations. His mission is to get the best for you by understanding what matters most for your business, estate and family. People seek out Stewart's clear insights and smart solutions. When Stewart co-founded Imak, he brought together strong relationships and good people to offer more to his clients. If you want an enthusiastic, caring, first-class service, then talk to Stewart.
David's ethos is simple; he aims to make the difficult seem straightforward for his clients. And he's got the expertise to do just that. David has spent years working in asset protection and estate planning in Ireland before coming to New Zealand and joining our team. He knows that no two situations are the same, but he knows what will make a difference to each one.
We know you'll love David's genuine approach as much as we do. He's focused on finding the most useful and effective solutions, and he'll ensure you have all the information you need to make the best decisions at each step of your journey.
Dean Wolley is a highly experienced and dedicated financial adviser with a flair for problem-solving. Importantly, Dean's broad expertise in the industry allows him to help you make informed choices to safeguard your financial future. He's often seen the life-changing impact on his clients' lives with cover that delivered when it mattered most.
Dean says he values the tight-knit environment of Imak, where people can learn and thrive. When he's not here with us, you might find him spending time with his family, pug and Frenchie. Dean’s a proud stepdad, music enthusiast, disc golfer, movie buff and cricket player. In short, we love having him on our team, and recommend you get him on yours, too.
Dee has a degree in Commerce, also the New Zealand certificate in financial services (Level 5), this is coupled with huge amount of diverse work experience. Starting her career in the banking sector in London where she worked in many of the top banks in financial services, she then returned home after a 9-year career abroad to start her career in Not for Profit while raising her 4 children. In this line of work for the past 16 years she has been able to raise money for lots of lucky charities, she puts people before anything else. Her honest approach and straight talking in simple no nonsense terms makes her ability to build trusting relations a key asset.
Dee says, I believe in having a plan B and insurance is a huge part of that financial plan. It helps me sleep at night knowing if the worse happens, my kids will be financially stable and things in place to make things easier to deal with.
Ashleigh
Heinz
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Business Development / Financial Adviser FSP1006604
If you’re new to Imak, Ashleigh will help you get set up. She’s the sparkle in the office who has her eye on the Imak brand and what it means for you. Behind her great big smile is a sharp and curious mind – she’s excited about finding new ways to show what makes Imak special.
Turin will work with you to achieve the best retirement you can afford. He believes in working with his clients in an open and friendly manner and keeping things simple. He will work with you through your current situation, make recommendations, and put together a plan to ensure your ongoing wealth and well-being.
With over 5 years of experience as an adviser for a larger corporate entity, he has acquired the skills and knowledge to handle the ebbs and flows of investing and keep his clients on track. Talk to Turin about Managed Funds, Portfolios, KiwiSaver, and Superannuation.
When he's not working, Turin can be found spending time with his family of two young boys, enjoying music festivals, sports events, and the beaches around Auckland.
Audrey is our solutions person. Usually, just speaking with her is enough to ease your worries and brighten your mood. Audrey cherishes the opportunity to talk with our customers because she sees every interaction as an opportunity to change someone’s day for the better. In fact, when she’s not at the Imak office supporting us all, you may find Audrey reading up on psychology; she genuinely loves people and understanding what makes them tick.
