Steven Green & Associates (SGA)
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 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 Registered Financial Advisor and also a member of MDRT and PAA and 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 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 Registered Financial Advisor, a member of the PAA, a member of Million Dollar Round Table and adheres to the association's Code of Ethics. Ruth holds a New Certificate in Financial Services - Level 5 and upskills by attending training days and conferences.
If you are into cruising you may have met Adam before on either the P&O or Princess Ships working as the Cruise Director. Adam specialised in investments, bonds and insurance while working in the financial services industry in the UK. Since joining us in 2010 Adam has become a valuable member of our team, with 5 years experience in the New Zealand industry Adam has proven to be a knowledgeable and caring broker. Adam takes a personal interest in claims and goes the extra mile to help our clients. Adam is a Registered Financial Advisor and upskills by attending training days and conferences.
Sophie hails from Yorkshire and recently joined us as our Administration Manager. She is new to New Zealand but she does have over 6 years Customer Service experience in the UK. Sophie is our first point of contact for clients and insurance companies, helping us to ensure all your needs are covered.
Jane comes from an office administration background and works with us on a part-time basis.She is married with two grown up children and lives locally. Jane is responsible for dealing with our clients and insurance companies directly. Her role is vital to the Steven Green Associates brand and the services we offer.