Greg Wesson

Greg Wesson  new_releases

About

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Financial Advisor at GROFIN Limited
Ōmokoroa, Bay of Plenty Region, New Zealand

Timeline


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Résumé


Jobs verified_user 0% verified
  • Live Unbound Life
    Business Mentor
    Live Unbound Life
    Jun 2024 - Sep 2025 (1 year 4 months)
  • G
    Financial Advisor
    GROFIN Limited
    Aug 2007 - Current (18 years 11 months)
  • A
    Business Insurance Manager
    ASB Bank Insurances
    Jul 2002 - Aug 2007 (5 years 2 months)
    Business Insurance Manager for ASB Insurance Services, based in the Central North Island Region. I worked alongside Commercial Managers, Business Banking teams and Rural Banking teams throughout the CNI Region, providing clients of the bank with Risk Protection Solutions, to suit their individual needs. We worked with clients to identify pure risk, which could threaten financial loss. Identifying and quantifying such risk enables business owners to create contingency plans. Often times, without such planning, business owners may have limited access to emergency funding. Insurance options are often the cheapest and most effective means of preventing financial loss, should a business owner suffer a major injury or illness.
  • T
    Director
    The GROWTH Group CC
    Jun 1998 - Jan 2002 (3 years 8 months)
    Whilst working for Nedcor Financial Planning, my business partner and I set up a business providing consulting services to small business owners in Cape Town and Johannesburg. Our early processes centered around training, aimed specifically at franchise businesses. Through our training seminars, we were successful in obtaining a contract with Vodacom South Africa, providing training and business development solutions for a new franchise initiative. Through this relationship, we were appointed by Deloitte and Touche, to support their efforts as accountants and advisers to Vodacom franchisees. In 2002, I emigrated to New Zealand, handing over my interests in this business to my business partner.
Education verified_user 0% verified
  • Port Elizabeth Technikon
    Dip IMM, Marketing/ Business Management
    Port Elizabeth Technikon
    Jan 1977 - Dec 1979 (3 years)
    I studied Marketing and Business Management, specialising in Direct Marketing.