The Abacus Team
Abacus’ specialists have vast experience in providing financial risk management advice. This means Abacus is in a strong position to advocate and negotiate on your behalf with New Zealand’s leading insurance companies.
Abacus’ advisers Craig Nolly and Richard Toon specialise in financial risk management solutions for commercial businesses and agribusinesses.
Richard and Craig belong to New Zealand’s Institute of Financial Advisers Incorporated (IFAI). This means they are bound by its ethics, practice and disciplinary standards contained in the institute’s code of ethics and professional conduct and supporting bylaws.
Richard Toon, Director
Richard’s commitment to staying abreast of industry and product developments, combined with 20 years in the industry, positions him as an expert in minimising financial risk.
He says: “Of course we hope our clients have a trouble free life. But we all know the unexpected does happen and when it does, and it comes to making a claim, it’s very satisfying to see the relief in people when they realise they can cope financially because of the solutions we put in place with them”.
From Monday to Friday Richard can usually be found circumnavigating Taranaki’s mountain to visit his clients at home or at their business premises.
Richard’s mobile number is 021 710 711.
Craig Nolly, Director
Craig enjoys working with people who want to insure what they value.
“Our clients are people who have worked hard for what they have and enjoy. They want to minimise the risk of loosing those things. It's a privilege to advise them about the best possible way to do this”, he says. “It’s different for each person. Some people value their income most and want to minimise the risk of loosing it. For others it’s important to have choice and control when it comes to medical needs, or retain an asset for their family”.
Craig is happy to visit his clients at their business premises or homes because this gives them the ability to discuss crucial and sensitive information in a comfortable and familiar environment.
Craig’s mobile number is 021 243 1755.
Jamie Toon, Adviser
Jamie joined Abacus in 2009 with a passion for working with people and becoming an industry specialist.
Through his personal experience he has seen the effectiveness of personal risk insurance and its ability to secure people financially at their greatest time of need. Jamie is also studying towards a bachelor of management studies at the University of Waikato.
Jamie looks forward to putting insurance solutions in place for people throughout the greater Waikato area.
Jamie’s mobile number is 021 168 9136.