Samuel Rees-Thomas is Director and Insurance Adviser at Rees-Thomas Financial Services.
Following six years in banking with Westpac and Kiwibank, Sam then moved into insurance advice, first as client advisor for AdviceFirst. As of 2014 he launched Rees-Thomas Financial Services. Sam is based in Wellington with wife Julianne.
Sam is a Registered Financial Adviser, regulated by the Financial Markets Authority. Email the office for Sam's Disclosure Statement.
Sam is also Director and Sales Manager of technology advice company, AdviceUnlimited.
Katie is the RTFS Office Manager, the glue that holds the operation together.
She works tirelessly to make sure you have all the information you need regarding your insurance portfolio. As a supermum, Katie looks after the RTFS Office – often remotely – and looks after her cute son, Isaiah.
Katie is based in Wellington with husband Jacob. If you're one of our many clients, you can expect a friendly phone call or email from Katie when your policies are up for renewal.