About Annette Breen (Financial Advisor & Director)
Following the footsteps of my father who was in the Industry for more than 35 years, I started in 2002.
In 2011 I completed my Financial Services Certificate Level 5 to become a Financial Adviser specializing in Insurance & Lending.
With my ongoing studies, in 2020 I completed a bridging certificate in Financial services.
My husband and I live and work on a dairy farm in Cambridge raising our family. My personal hobbies are Residential Rental Property Management, holidaying with the family, sporting events and ongoing study in the Financial Services Industry. As a family we are all actively involved in the future of our health and wellbeing and I provide the same opportunities to my clients.
My commitment to you is to keep my advice process simple, easy to understand and financially achievable.
I can be contacted Direct on 021 575055 or firstname.lastname@example.org
Area of direct face to face service: Waikato and Waipa districts, but we have clients all over New Zealand with use of ZOOM - online meetings.
Annette provides straight forward and a trustworthy service in the following areas:
- Life Insurance / Funeral cover
- Trauma cover / Severity Based Trauma
- Total & Permanent Disability Insurance
- Mortgage, Renters and Income Protection
- Health Insurance & Cancer care
- SME Shareholder Protection and Key person cover
- Rural Income Protection
- Accidental Injury cover