In this engaging podcast episode, Tim Ewen welcomes Ann Evans, who has recently become a part of our Risk Insurance team as a Risk Paraplanner. During their conversation, they delve into various topics, including Ann's work experience in the insurance industry, working for Stewart Group, and assisting clients in navigating their risk management needs.
⏰ Important time-stamps
(01:01) Introduction
(02:30) Ann's work experience
(02:45) Her background in the financial services industry and working for the Stewart Group
(03:52)Common theme amongst clients in terms of needs
(05:29) Helping clients at Stewart Group
(06:17) Ann's interests and hobbies
(07:28) The mantra that she follows
(08:10) Where to find Stewart Group
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
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- Ann Evans is a Risk Paraplanner at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
Hosted on Acast. See acast.com/privacy for more information.
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