About Leelee
Peace of mind – that’s what I want my clients to feel when they come to me for insurance. Throughout my 23 years in the insurance industry, I have always worked with my clients to ensure they have the best protection and the best chance for a claim to be accepted should they need it. It is this drive to protect my clients and my pursuit of ensuring they have the best protection plans in place that has helped me achieve my status as one of New Zealand’s leading female insurance advisers.
My team handles everything on behalf of my clients, from updating payment details, updating their addresses and personal details, submitting claims and booking specialists appointments. Liaising with my clients and the insurance companies and medical providers is my specialty.
I am proud to always act in the best interests of my clients to protect their health and their greatest asset – the ability to earn. I place great emphasis on establishing a relationship with my clients and taking the time to regularly review their policies. The understanding I gain of my clients’ individual circumstances combined with my knowledge of multiple areas of the insurance industry, means I can provide my clients with optimal outcomes.
My passion for the insurance industry and securing my clients’ future has seen me become the only female insurance adviser in New Zealand to qualify as Top of the Table (TOT) of the Million Dollar Round Table (MDRT) in 2018 and the first adviser in New Zealand to achieve the highest award in the Asian financial insurance industry, the IDA Platinum Award.
I am also committed to the communities I work in and am an avid supporter of Canteen, Cure for Kids, Hope for Pearl and other charity organisations. I have also been volunteering for the Asian Animal Foundation for many years.
I love reading, travelling, playing the game of Go and one of my hobbies is collecting Amber.
Industry awards and accreditations
- Financial Advice New Zealand founding member
- New Zealand Insurance Industry Award (multiple years)
- MDRT Top of the Table member
- New Zealand's first IDA Platinum Award winner
- Ascend Top Platinum Award
- APEX Top Platinum Award
I look forward to looking after you and your family.
I am a member of AdviceQual Financial Advice Provider. To read the public disclosure of AdviceQual please click
here.
Areas of Insurance: Risk Insurance, Business Insurance, Personal Insurance, Health Insurance, Life Insurance, Trauma Insurance and Income Protection.
