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08 Oct 2018

Newsletter | Spring 2018 | Meet your Tauranga branch team

This Bay of Plenty team like finding practical solutions to your estate planning problems. Oh, and they’re partial to some TimTams too.

Jan Middlemiss, Branch Manager
Jan Middlemiss, Branch Manager

What key values drive you?

Working for a great organisation and talking to people about our skilled teams and the work we do.

What do you enjoy doing when you’re not working?

Spending time with family and friends, walking in the great Rotorua Redwoods and watching movies.

Julie Osborn, Client Assistant
Julie Osborn, Client Assistant

What key values drive you?

Being truthful and trusting of others, and helping people be the best they can be.

What do you enjoy doing when you’re not working?

I like spending time with my husband in our house on the beach.

Kathryn Wilkinson, Client Manager
Kathryn Wilkinson, Client Manager

What key values drive you?

I am a firm believer in respect for client’s opinions and reasons why they have made their life choices.

What do you enjoy doing when you’re not working?

I have two young children and they keep me busy. I love baking and cake decorating which my family receive the benefit of. I also love to study and am currently finalising my law papers (one more to go!) – but already thinking about what I can study next.

Sue Bacon, Client Manager
Sue Bacon, Client Manager

What key values drive you?

By respecting my clients and work colleagues, being passionate about the job I do and being client focused ensures that my job is satisfying and interesting, everyday is different and everyday I fee I make a difference to my clients by helping them achieve their life goals.

What do you enjoy doing when you’re not working?

I am married with four children and ten grandchildren. I like to spend time outdoors in the weekend and am a social bridge player.

Declan Barnett, Client Assistant
Declan Barnett, Client Assistant

What key values drive you?

Striving to offer our clients excellent service, and to always ensure their needs are met.

What do you enjoy doing when you’re not working?

Mainly spending time with family and friends, trying to cook something new and catching up on sleep!

Craig Roebuck, Investment Advisor
Craig Roebuck, Investment Advisor

What key values drive you?

Honesty and integrity. In all I do, the client comes first. – knowing that the advice or solutions presented for the client are well researched and the client has a clear understanding of the positives and negatives.

What do you enjoy doing when you’re not working?

Fishing, sailing and rock hunting (fossicking).

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