Andrew Lacy
Director

Andrew joined the company in 2006 and is based in the Tauranga office. After finishing his commerce degree at Victoria University in 1993, he worked for two insurance companies in marketing, management and sales roles. Andrew specialises in providing expert advice on insurance matters, allowing clients to make informed decisions about their insurance requirements. Outside of work, Andrew enjoys all sports and has a weekly segment on nationwide radio.

Graham Shaw
Adviser

Graham started his own insurance business, Shaw Lewis Ltd, a predominately fire and general broking house, in 1981. The company grew rapidly due in no small part to the growth of the Tauranga region. He sold his shareholding in 1990 and began Graham Shaw & Associates, a life assurance broking business mainly consulting to clients of Shaw Lewis Ltd. This business also grew over the years and, in 2010, following a year’s motor-home holiday in Europe with wife Carol, Graham sold it to Maurice Trapp Group.

Mary Kater
Adviser

Mary’s background of 15 years in the banking industry, has held her in good stead in finding first rate financial and insurance solutions for her clients. Mary’s philosophy of treating people with dignity, respect and compassion, enables her to have confidence and ability in assisting clients with sound tailor-made financial advice and directions for individuals, families and businesses alike.

Outside of work Mary’s primary passions are her two boys, her family and most sport. She is a true fan of Rugby Union!

Susie Wright
Adviser

Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.

Melanie Paterson
Adviser

Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.

Teresa Good
Office Manager

 

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