CONTACT US | RECEIVE THE ALLIOTT REPORT
At Alliott NZ we believe an essential part of clients creating and protecting their wealth is by achieving their goals without taking unnecessary risks.
Having a risk management plan in place can often be the difference between success and failure in the creation of wealth.
As your accountants and business advisors we want to fully understand you and your business and the management and minimisation of risk is a key area of our expertise and service.
On becoming an Alliott client one of the first services we undertake is a comprehensive appraisal of your business and personal risk management by our in-house risk specialist Gerard Gill.
This appraisal will ensure that your business and personal assets are correctly structured and protected and that you are well prepared financially for the future.
Gerard has over 10 ten years experience in dealing with business and personal insurance and has recently completed a Massey University Post Graduate Diploma in Personal Risk Management.
He endeavours to provide peace of mind to Alliott NZ clients by ensuring their lifestyle and wealth is protected and by identifying and reducing the potential impact of illness, injury or death on their financial affairs.
His skills, expertise and excellent personal approach have been recognised by the financial services industry by being named Professional Investment Services “Adviser of the Year” in 2008 and 2009.
If you are a new Alliott NZ client Gerard will contact you in the very near future – there is no obligation to meet with him but we believe it is very worthwhile for you to do so.
He will look at your existing cover, assess your needs and prepare a personalised report with his recommendations.
Gerard can be contacted at the Alliott NZ offices as below.
Disclosure Statement for Gerard Gill
109 CARLTON GORE ROAD P.O. BOX 99 841 NEWMARKET AUCKLAND 1149
Tel (09) 520 9200
Contact us by email
Directors Greg Millar CA (pp) Vanessa Williams B Com, CA (pp)
