Plus4 extends its presence in Southland with the appointment of two experienced advisers
This is a supplied media release.
Plus4 Insurance Solutions, the national insurance advisory and financial services group, announces Invercargill advisers Brett Freeman and Dave Conner have joined the group.
Brett Freeman began his financial services career in 2003 when he established Freeman Financial Enterprises in Invercargill looking after the needs of families, SMEs and the rural sector throughout Southland.
A registered financial adviser, Mr Freeman 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 cover and group insurance plans. He also provides fire and general insurance solutions to families, business and rural clients and maintains regular contact with clients through ongoing meetings and reviews.
Dave Conner has over 40 years’ experience as a financial adviser. Mr Conner is also a registered financial adviser and based in Invercargill, where he has lived and worked since 1976.
He established his own business Dave Conner Holdings in 1990. Trading under The Zenith Group, Mr Conner provides advice about consumer credit contracts including mortgages and personal loans, risk Insurance products including life, income protection, trauma and health insurance, and business insurance including key person cover, group insurance plans and share purchase agreements.
Plus4’s group general Manager Peter Standish says “Dave and Brett are experienced and highly regarded Southland advisers. They have established successful practices serving the needs of families, businesses and the rural sector. Given that Plus4 is a cooperative, the only specialist insurance and financial broking firm who is a member of the NZ Cooperatives Association, we are very selective about whom we ask to join our group. Our members need to not only have the necessary experience and expertise but also share our values, as each member has an equal shareholding. We are pleased to welcome Dave and Brett to Plus4.”