Insurance adviser joins Plus4

Plus4 Insurance Solutions (Plus4), the national insurance broking and financial adviser group, has announced that Samuel Rees-Thomas has joined the group.

Monday, September 12th 2016, 8:00AM

Rees-Thomas began his career in the financial services sector with Westpac Banking Corporation and subsequently had roles at Kiwibank as a personal banking and insurance specialist. This experience equipped him to become a financial adviser in 2012. Two years ago, he established his own business Rees-Thomas Financial Services. Operating from offices on The Terrace in Wellington’s Central Business District, Samuel provides personal and business insurance solutions including life, income protection, disability, trauma and health insurance, and advice to businesses on key person cover, group insurance plans and share purchase agreements.

He is also the partner in a Technology Advice company, AdviceUnlimited that assists professional services businesses streamline their operations, increase their online presence and better manage their client relationships.

Educated at Wellington College, Samuel has studied management and marketing at Victoria University of Wellington and is a Registered Financial Adviser.

Plus4’s Chairman Grant Uridge said: “Samuel is a highly regarded financial services professional who worked in the banking sector before establishing his own successful insurance advisory practice in Wellington. We are pleased to welcome Samuel to the group.”

Established in 2008 in Nelson, Plus4 now has over some 45 advisers working from 17 locations between Whangarei and Invercargill. Group members, who have no affiliations to any specific insurance provider, offer unbiased advice tailored to their individual and business clients’ requirements. They work predominantly with small to medium sized enterprises, their owners and their accountants.

Tags: Plus 4