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.
Katie is our Office Manager and Adviser Assistant, 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.
Zanie is our Adviser Assistant, and General Insurance Specialist, she also tag teams managing the office with Katie.
If you’ve applied for cover recently through us, expect to hear from Zanie as she works to get your application processed as fast as possible. Zanie also looks after House, Car and Contents Insurance at Rees-Thomas Financial. As a supermum, Zanie is often working remotely – while looking after her cute kids, Samuel and Ariella.
Zanie is based in Wellington with husband Kosie. If you're one of our many clients, you can expect a friendly phone call or email from Zanie when your policies are up for renewal.