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With Trusted Contacts across the Major Insurance Companies.

Wealth Protection Specialists is a trusted Financial Advice Provider (FAP) business based in Dunedin offering a comprehensive range of Insurance and KiwiSaver services tailored to safeguarding and growing client’s wealth.

We know that everyone’s insurance needs are very unique. We are committed to creating personalised strategies with our clients to ensure what matters most for you is covered, we work with you as our clients to create a safety net for you and your loved ones.

Wealth Protection Specialists was established by Karl Moran, who has been active in the insurance industry ever since returning to New Zealand from the UK in 2011.

Karl Moran – Director and Financial Adviser

Karl is a Financial Adviser and qualified Chartered Accountant and works with clients across a broad range of industries and professions. Karl liaises closely with fellow professionals in the legal, investment and accounting sectors, ensuring that his clients are fully aware of all of the different aspects that need to be considered when implementing a comprehensive insurance and risk management plan.

Prior to returning with his young family, Karl worked in finance and accounting for over 10 years, gaining skills that have significantly benefited his insurance and risk management clients.

Outside of the office, Karl is kept busy with his four children and is involved in the local community with his children’s schools and sports teams.

Please get in touch to let Karl's years of experience and knowledge benefit you.


Email: karl.moran@wealthprotection.co.nz Phone: 027 514 4495

Alexandra Christie – Financial Adviser

Alexandra has a Bachelor of Commerce from the University of Otago and the Level Five Certificate in Financial Services and specialises in providing life and health insurance solutions for individuals, families, and businesses.

Alexandra understands the importance of protecting your loved ones and ensuring their wellbeing is taken care of by offering comprehensive life and health insurance options tailored to your specific needs. The insurance world is very complicated and Alexandra will help you navigate the complexities of insurance, guiding you through policy selection and coverage options that safeguard you and your family’s financial security. Alexandra takes into account your financial obligations and future goals to create a customised insurance plan for you and your family or business.

Alexandra is diligent and focused on client satisfaction and knows it is crucial she gives you the best service throughout this relationship and continues to meet her clients’ expectations and needs.

Outside of the office Alexandra enjoys spending her time with her husband and two children and loves participating in their school and daily activities. Her love of nature and the outdoors often means they are out exploring the natural beauty Dunedin has to offer.

Email: alexandra.christie@wealthprotection.co.nz Phone: 027 2569 209

Matthew Roxburgh – Client Services Manager

Matthew’s role as Client Services Manager is to assist with the administration, ensuring the behind-the-scenes operations run smoothly for the business and our clients.

Before working for Wealth Protection Specialists, Matthew was a Gym Manager and Trainer and he has found the transition to the world of insurance an easy one as they both share the same overall objective to provide the best service and align products that best suits the client’s needs and goals in life.

Matthew enjoys having the opportunity to aid them, but also to witness, learn and grow as we help clients with day-to-day matters.

Matthew feels that the most satisfying part of working for Wealth Protection Specialists is that we provide a service that can ultimately change someone’s life forever and knowing that he is a part of that process is extremely rewarding. 

Email: office@wealthprotection.co.nz Phone: 03 470 1422