Fidelity Life's Adviser awards honour those who prioritise customer outcomes and consistently provide expert care and guidance to meet the life insurance needs of New Zealanders.
Gordon Watson Trophy.
Brett Pearce, Pearce Financial Services – Auckland.
In honour of Fidelity Life’s founder and awarded to an adviser who champions the company’s customer led values, Brett uses his extensive experience to expertly guide and inform customers on appropriate insurance protection.
Following in his grandfather’s, father’s and uncles’ footsteps, his pedigree and passion for the industry sees him keep up to date with new developments and be a reliable source of information to his customers.
Breakthrough Adviser of the Year.
Kylie Connor, Mainland – Timaru.
Awarded to the adviser who is modernising their financial advice business and continuing to upskill and be involved in the wider industry.
Kylie gives holistic and tailored advice solutions that are fit-for purpose, simple to follow and breaks down the advice and insurance process so customers can easily digest it at every stage. Becoming a recent shareholder of Mainland, she’s putting her customer-centric approach and business know-how to great use, playing an integral part in shaping the advice business’ future.
Cary Veenhof Award.
Anthony Gobbie, Insurance Design - Auckland.
This award is given in honour of a former Fidelity Life Business Manager and awarded to the adviser who has strong values, shows respect to insurance partners, and consistently delivers outstanding customer service.
Anthony provides exceptional long-term service to his customers, reflected in his customer relationship NPS of +80, he is consistently towards the top of Fidelity Life’s scoreboard.
His personable and empathetic approach is well respected by his customers, peers and insurance partners.
Maurice Trapp, Maurice Trapp Group – Auckland.
Awarded to an adviser with over 20 years’ experience and who has shown a strong commitment to the industry, Maurice is a true industry stalwart. Starting out as an adviser in the 80s, he has actively recruited and mentored many new entrants, with his namesake business now employing over 80 staff.
Alongside building a successful advice business, he has given back to his other passion of rugby, as Chair of the NZ Rugby Foundation, board member and President of Auckland Rugby and President of New Zealand Rugby. He was also on the board of Diabetes NZ until August 2022.
Team of the Year.
Total Life, led by Craig Kura - Invercargill.
This is awarded to the team with a great strategy and brand, led by a strong leadership team to deliver outstanding advice solutions.
Total Life, under Craig’s stewardship, has become a business with a national presence, providing staff with a clear vision and exceptional support to set them up for success.
Total Life also has a strong presence in their community, partnering with local businesses and associations to create a positive social impact, sponsoring events such as the Kids Day Out Variety Show for Heart Kids Southland, Surfing for Farmers and Total Life Kids TRYathlon.