Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.
Click on a team member's name below to find out more.
2006, Maurice launched his new business MTG, with his partners Brent Wright and Andrew Lacy. Maurice has been involved in the financial services industry since 1980. Early in his career he focussed on the needs of business owners, their succession plans, their business risk and security as well as their personal and family requirements. Today, he continues an active involvement in his business, coaching and developing new Advisers as well as assisting a number of clients with their personal and business risk issues.
Brent has over 18 years in the insurance industry, eight of those as head of sales and overall distribution in the corporate insurance world, and a Degree in Business (Finance). As a result, he brings a wealth of knowledge, strong contacts, networks and experience to the team. Brent is married with two young daughters and enjoys training for endurance sports.
Lee has worked in the corporate and adviser spheres of the insurance industry. She is an expert in developing plans, for any stage of business or life, that will suit today and into the future. Lee’s ability to listen and dig deeper will ensure that key issues are brought to light and the right solutions put in place. With a keen focus on business insurance, she makes appropriate recommendations to protect your business revenue, shareholders protection, debt and other business risks.
With a background of Banking, Finance and Real Estate, Shalini brings invaluable experience to her role as an adviser with the Maurice Trapp Group. Shalini’s friendly, professional and transparent approach has proven most effective in establishing a level of confidence and trust with clients from initial contact. Shalini’s philosophy is that a client is a business partner who works with her to achieve the best possible outcome for the business and its people.
Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies".
Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies".
Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.
Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.
Jil works with you – in person, online or over the phone wherever you are in NZ - helping you to understand and manage the risks of unexpected life events. She can then construct an individual solution that meets your needs for cost and cover.
A background in project-management drives her to seek out innovative solutions and give professional advice that’s clear and straightforward.
Our Adviser team members work closely with you – the business owner – and with the key people within your business.“We recognise that most business owners run their businesses to create a lifestyle today and for the future. We protect those aims and assist with succession strategies”.
Yvonne specialises in delivering tailored insurance solutions, succession planning and Kiwisaver advice to people from all walks of life. Being an experienced business owner and mum of four grown children, she provides in-depth and valuable insight to her clients. Yvonne is passionate about helping steward your finances efficiently and with foresight.
