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.

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 is also fully qualified to provide advice on KiwiSaver, allowing her to support clients with an even broader range of their financial protection and savings needs. Providing KiwiSaver advice is incredibly rewarding, as it allows her to help clients create a better, more confident plan for their retirement.

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 time with her two children and participating in their daily activities. Her love of nature and the outdoors often means they are out exploring the natural beauty Dunedin has to offer.

Matthew has now stepped into his role as a qualified financial adviser. He continues to assist across the client services front, but his primary focus is now advising clients directly.

Matthew brings a strong background in client services and a commitment to delivering exceptional support. His previous experience as a Gym Manager and Trainer made the transition into insurance seamless, as both industries share a focus on understanding people’s goals and aligning solutions that genuinely improve their lives.

Matthew values the opportunity to guide clients through important decisions while continuing to learn and grow alongside them. For him, the most rewarding part of working with Wealth Protection Specialists is knowing that the advice we provide can have a life-changing impact — and being part of that journey is something he finds truly fulfilling.