Our Morris & Co Auckland-based team help clients nationwide. We take the time to understand your unique financial needs and circumstances before recommending the best solution and products we have to help you reach these goals.
Steve followed in his late father's footsteps, Bill Morris, who established their business in 1968 and has now been a Financial Adviser for over 30 years. He works primarily in the Corporate and SME market providing risk advice to companies and designing and implementing Employee Benefits plans for staff. Being the Director of Morris & Co, he believes the recent merger of SW Morris, Montage and Select has “broadened the services of Morris & Co and is yet another step towards best-in-class customer service”.
Steve is also a Financial Adviser in our sister company Trilogy Financial Solutions where he is giving financial advice (specifically Employee Benefits) on behalf of Wealthpoint Limited.
Coming from Montage & Select, which he co-founded in 1997 Bill gives Morris & Co over 30 years of experience in insurance for both personal and business needs. Bill also a Financial Adviser in our sister company Trilogy Financial Solutions where he is giving Financial Advice on behalf of Wealthpoint Limited.
Kelly has been with Morris & Co since 2013, is specialising in personal risk management. Kelly employs an integrated approach in managing risk – she takes time to understand her client’s goals, needs and risks to put together a plan made specifically tailored for them. Kelly is also a Financial Adviser in our sister company Trilogy Financial Solutions where she is giving financial advice (specifically Investment and Lending) on behalf of Wealthpoint Limited.
Mary is a Financial Adviser (FSP466506) under Morris & Co Financial Advisers (formally known as SW Morris & Associates Ltd) and is giving financial advice on behalf of PSC Connect Life NZ.
Being with Morris & Co since 2019, Mary specialises in Personal Risk Management. Mary knows first-hand the importance of having the right insurance cover as she went through cancer herself. She empathises with her clients' needs, keeping in mind their goal of financial stability and security for whatever life will bring.
Client Services & Compliance Manager
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Colin supports both our Personal & Corporate Risk advice. He provides our clients with superb customer service which from our experience can be the frustrating missing link with insurance companies. Colin also manages our Compliance department and brings to us his wealth of experience & knowledge with Xplan, the Client Relationship Management (CRM) digital platform we use.
Colin entered the Insurance industry in 2008, previously working for Sovereign then AIA and more recently as a self-employed Practice Development consultant to Financial Advisers businesses.
Having been a part of Montage & Select, Anita provides Morris & Co her accounting experience from various industries such as finance, FMCG, and IT. She is a member of the Institute of Chartered Accountants ANZ.
Having been part of Morris & Co since 2005, Roz ensures Morris & Co is adopting best practice systems. She is involved in projects such as change management, business development and strategy. Roz brings to Morris & Co her extensive knowledge in marketing and project management, having worked in the food industry in similar roles for 15 years.