Calum MacLeod has joined the group.
He established his own company, Policywise, in late 2017, having identified an opportunity to better meet the needs of younger business owners and has built a strong reputation for client service.
Before entering financial services, he was a senior sales manager for Toshiba and then strategic account manager for Fuji Xerox New Zealand following seven years overseas playing basketball.
As an RFA, he provides personal and business financial risk solutions incorporating the use of life insurance, income protection, disability, trauma and health insurance, and advice to businesses on key person protection and group insurance plans. He also provides home and contents insurance to client’s families and businesses.
He said he joined Plus4 Insurance Solutions to provide his clients with the collective benefits of belonging to a national insurance adviser and broking group.
Established in Nelson in 2008, Plus4 now has 47 advisers working from 15 locations between Whangarei and Invercargill. Group members, who have no affiliations to any specific insurance provider, offer unbiased advice tailored to their individual and business clients’ requirements. They work predominantly with small to medium-sized enterprises, their owners and their accountants.
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