About US
About The Partners Financial
Empowering your financeial journey -
We are dedicated to helping individuals and businesses achieve financial stability and security.
With expert mortgage and insurance solutions, we provide tailored financial advice that aligns with our clients’ needs and goals.
Our team of experienced professionals ensures that every client receives transparent, reliable, and personalized services.
HOW WE WORK
Trust
Building long-term relationships through integrity and transparency.
Expertise
Delivering top-tier financial solutions with professional insight.
Customer-Centric Approach
Tailoring services to meet individual client needs.
Partnership
Working collaboratively with clients for sustainable financial growth.
WHY US?
Trusted partnership with Gallagher NZ
Global connections with a local focus: with Gallagher(formerly Crombie Lockwood)’s extensive global connections and repetitional strength, we can secure cover options and competative pricing from a wide arange of global insurers.
Claim advocates
When things go wrong, we’ll go the extra mile to support you. With our considerable claims experience and insurer contacts, our experts work to achieve you the best possible outcomes.
About Gallagher
Gallagher is one of the world’s top three insurance brokerage and risk management companies, with a network that provides services in more than 130 countries. In New Zealand, we advise on, and arrange business, rural, personal and life and health insurance on behalf of around 160,000 clients. Previously known as Crombie Lockwood in New Zealand, we have a long history of helping Kiwis with their insurance needs.
OUR TEAM
David Kim, Director
Registered Financial Advisor
David holds a Bachelor of Law degree and a Master’s degree in Finance. With over 26 years of experience across investment banking, retail banking, and insurance, he has built a distinguished career in the financial services industry. His background includes senior roles in M&A, IPOs, and corporate finance, as well as retail banking at ASB and advisory work in the insurance sector.
Holly Huh, Director
Registered Financial Advisor | Senior Associate, FINSIA
With over 35 years of experience in the financial industry, Holly has a strong background in retail banking at ASB, as well as extensive expertise in mortgage and insurance services. She specializes in managing private retail banking relationships, delivering tailored financial solutions, and fostering long-term trust with her clients.
Aaron Lees
Regional Manager, Auckland North & Northland
Metu Egelani
Branch Manager - Northland
Alivia McCallum
Group Broking Manager, Smart Business
Anna Bourchier
Group Broking Manager, Personal Lines
Damian Nettmann
Group Broking Manager, Business Development
Jarat Crisp
Group Broking Manager, Commercial
Lee Rudolph
Executive Broker
Chris Shin
Broker, Personal Lines
Colin Zhang
Broker, Commercial, Smart Business
Dave Moorhead
Senior Broker, Commercial
James McCarthy
Business Development Manager
Joshua Hill
Broker, Commercial, Smart Business
June Haxby
Broker, Commercial, Smart Business
Whitney Adler
Broker, Commercial, Smart Business
Emily Ryu
Adviser Assistant
Liz Park
Adviser Assistant
Mina Kim
Marketing & Customer Relationship Manager
Location
📍Level 4, 19 Como Street, Takapuna, Auckland 0740