Certus Financial Group

After many years of planning, Certus Financial Group completed a successful planned business succession on 1 July 2016.

Brendon White Head of Investments and Mike Dalley Head of Insurances became the new Directors of Certus Financial Group (read more).

The previous Certus Directors Warren Robertson and Mike Sheehan have assumed handover duties while remaining closely aligned to the business.

A number of corporate clients will already have received introductions to either Brendon White or Mike Dalley. Personal clients are being contacted as their policies reach anniversary.

Mark Spiers, QFE Adviser in the Counties Manukau Region also came on board on 1 July 2016 and has already contacted a large number of new and existing clients.

The new leadership team is looking to strengthen existing relationships and build new ones. Priority will be given to maintaining a high standard of service to all valued customers.

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