As a Financial Adviser covering mortgages, personal insurance and Kiwisaver, Philippa says the best part of her job is working with clients through all stages of their journey. Whether that be a young person joining up to Kiwisaver for the first time, a first home buyer getting the keys to their very own home, or a family looking to protect their loved ones should the unthinkable happen.
Philippa enjoys forming long term relationships with her clients, some of whom have worked with her for more than 10 years.
Based on the outskirts of Pukekohe, but servicing the Auckland region and beyond, Philippa engages a range of technologies to ensure her service is accessible and convenient while retaining a personal touch.
Philippa says the Canopy team has the perfect mix – the many years of experience, in depth knowledge, know-how and skill of the founding advisers paired with the passion, drive and enthusiasm of newer members of the team.
Favourite song/band: Depends on my mood, but very likely to involve Mr Eddie Vedder
Can't live without: My garden
Favourite movie: Boy
Ideal weekend activity: Bush hike or beach trip with my rescue dog Rose