Steven Green & Associates (SGA)
Steven Green & Associates Limited is owned and operated by Steven and Ruth Green. Steven Green & Associates Limited (FSP30542) holds a license to provide financial advice. Steven Green & Associates Limited (FSP30542) is a Financial Advice Provider.
Insurance is not a one size fits all product. Your insurance needs to change as you go through the different stages in life and business. As an SGA client we will help you through these stages and you will get service that is geared to you and your needs. We want to work with you to ensure the insurance you have in place covers your personal and business needs and is within your budget.
Do you trust us …..we hope not. Your trust is not something you give us but something we have to earn. By the time we have finished working through our process with you we hope we have earned your trust.
SGA's ongoing commitment to you is we will be here to help you make the changes to your insurance as your life or business changes. We will be here to help you if you need to make a claim. We will be here any time you feel like you need someone to bounce ideas off.
"Steven phoned – just a regular catch up call. I mentioned my husband's diagnosis and surgery and Steven reminded me of the insurance cover we had for this type of scenario.
We cannot say thank you enough to Steven and his team for the great advice not only now but all those years ago when we took out the insurance. You never hope to need it but none of us know what the future holds."
-SGA Insurance Client
Steven is a financial adviser (FSP82705) and is giving advice on behalf of Steven Green & Associates Limited. Steven purchased his own business at age 19 and has been self employed ever since giving him an insight into small business. He comes from an insurance family and has been in the business since 1992, firstly as an adviser and then after the sale of Prudential Assurance as a Broker. Steven is a Financial Advisor and also a member of MDRT and Financial Advice NZ. He adheres to each association's code of ethics. Steven upskills by attending training days and conferences and is a member of The Newpark Group.
Ruth is a Financial Adviser (FSP67623) and is giving advice on behalf of Steven Green & Associates Limited and SGA Insurance Ltd.. Ruth commenced in the insurance industry as an Administration Manager for a Hamilton brokerage which followed on from a career in banking. Ruth has stepped into a more sales orientated role helping Steven to run the business as the client base has grown from a solely Hamilton base to a national base operated out of Browns Bay in Auckland. Ruth is a member of Financial Advice NZ, and adheres to the association's Code of Ethics. Ruth holds a Certificate in Financial Services - Level 5 and up-skills by attending training days and conferences.
Michelle comes to us with a wealth of admin experience after helping her husband in his business. She has had previous experience in the insurance industry so is a great asset to the business. As Administration Manager Michelle is our first point of contact for clients and insurance companies, helping us to ensure all your needs are covered.
Abi comes from an insurance background and was a broker for quite some time. The hours required and having a young son didn't work for Abi and she now works with us on a part-time basis. Abi is responsible for dealing with our clients and insurance companies directly. Her role is vital to the SGA Insurance brand and the services we offer.