Stephen Wilton
Registered Financial Adviser-BCOM
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand
09 576 2370
0274 584 619
stephen@thetagteam.co.nz
Stephen is our ‘go to’ numbers guy and is great at providing suitable mortgage solutions to our clients’ different requests. His philosophy is to deliver a quick and efficient service to our clients in a way that involves them but makes it as simple as possible.
He can remember almost everything and has a great relationship with many of our clients, some from last month and some for over 20 years now. Golf is his escape when he is not being “Dad”, but he has way more success with helping clients than golf.
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Michelle Wilton
Registered Financial Adviser
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand/Life, Disability & Health Insurance Strand
09 576 2370
0274 366653
michelle@thetagteam.co.nz
Michelle is the master of both Mortgages and Insurance (and the office).
With over 20 years of experience, Michelle saw the need for both her Moneytree clients and Stephen’s Mortgage Minders clients to have a full advice solution that worked off the back of them being the trusted advisers to both companies.
(TAG) The Advice Group, thanks to Michelle, now provides that to all of our clients. It just made sense and has been a massive success with many happy clients who now have their mortgage and insurance solutions inline and under one roof.
The gym, family and girlfriends are just a few of the things that fill in her time outside of TAG
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Shaun Bay
Registered Financial Adviser
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand
09 576 2370
021 146 4744
shaun@thetagteam.co.nz
Shaun is a recent addition to the tag team with an identical level of client care and professional ethics with an experienced industry background. We will get our very nice clients to bring him up to speed with the family and fun culture of Tag as fast as possible
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Leanne (aka Lenny) has a wealth of experience in the mortgage and banking industries, with over 15 years working with HSBC, BNZ and, for the better part, looking after clients of TAG (formerly Mortgage Minders & Moneytree).
Our clients love Leanne’s friendly nature and ability to work with them from the beginning of the process to the end, making sure that they feel fully supported, updated, and get the best advice possible.
Leanne has two beautiful children, is an amazing cook and loves a good glass of wine.
Paulette is our person who knows where everything is and how it all works.
She has been part of the team for over 15 years now and knows a lot more than she lets on!!br>
Local, loyal and a major part of the team, she does a lot to make sure we all have some fun while getting the job done.br>
Family, friends and “her boys” easily fill in the time outside of her part-time “TAG Team” role.
Holly is also new to the Tag team and spends the day online with us in the office while being based out of the Philippines.
Jo has been a Financial Adviser for 28 years, she has decided to focus on her passion of Kiwisaver and Financial Literacy,with the intention of educating all New Zealanders to enable individuals to manage their financial futures.
Jo's approach involves collaborating with a number of Kiwisaver providers to identify which provider and fund best suits the individual.
She is not biased for any one provider which gives her clients confidence in the recommendations she provides. Jo client's best interests are always at the forefront of her mind. For her it's all about the client. The numbers she knows but the people she loves.
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Other Professionals
Phil owns and operates his own independent insurance advice business "Phil Robinson Insurance". Phil's experience in the insurance industry and his passion in helping self-employed clients protect their business’s, ensures that as a TAG client we have all bases covered for you. Phil will ensure that your business continues to thrive if challenged with illness or death.
Alfie & Indie
When you visit us at the office you will be greeted by our receptionists and extremely friendly mascots Alfie and Indie.
They both love people and long walks on the beach, they get a bit vocal when other dogs go past the office, but apart from that, they are quite content to sleep the day away waiting for new visitors to come in and give them a whole lot of attention.
Having been in the industry since 1998, Stephen and Michelle have over 25 years of experience to call on.
In 2008, Stephen and Michelle joined forces and merged their two businesses, Mortgage Minders and Moneytree Brokers, to create a full advice branded solution. They registered TAG The Advice Group as an incorporated company in 2011. This year TAG turns 13.