Headquarters:

101/29 Apollo Drive, Rosedale, Auckland 0632

Year founded:

2001

Number of employees:

Phone:

0800 555 095

Email:

enquiries@nzbrokers.co.nz

Website:

nzbrokers.co.nz

LinkedIn:

linkedin.com/company/nzbrokers-management-limited

“Restructuring inherited and legacy positions is a particular strength of our firm because of our ability to carefully evaluate existing security positions”

Thomas Carhart, South Street Advisors LLC

NZBROKERS

Jo Mason

Chief Executive Officer

Danielle Brookbanks

Chief Operating Officer

Rochelle Nayler

Head of Technology Solutions

Leadership

Jo Mason has close to 40 years of insurance industry experience, both in New Zealand and Australia. In July 2016, she was appointed CEO of NZbrokers. Prior to this, she was national manager – underwriting agencies and cluster groups at Allianz Australia, a role that had responsibility for the strategic growth and development of the Specialised Agencies, including Global Transport, Strata Community Insurance and Pet Plan. Preceding this role, Mason was at IAG for 30 years, her last role being NZI’s GM corporate and facilities in Auckland, where she helped lead the integration of the Lumley NZ business into IAG. She attended INSEAD business school in France and Singapore, completing an Advanced Management Programme. She also holds a New Zealand Certificate in Financial Services (Level 5) and is an independent board member of the Insurance Brokers Association of NZ (IBANZ).

Chief Executive Officer

Jo Mason

Danielle Brookbanks has been with NZbrokers since early 2017 in an operational capacity, and was appointed chief operating officer in 2023. Prior to joining NZbrokers, she held roles in key account management in the beauty distribution industry in Australia, and sales and client services and compliance for a leading provider of energy trading solutions in the UK. Working across multiple industries has led her to relish the challenge of truly understanding a business and how it operates. Brookbanks enjoys the NZbrokers number 8 wire attitude that ensures the company is focused on delivering its promise and keeping its members and end customers at the forefront of everything it does.

Chief Operating Officer

Danielle Brookbanks

Rochelle Nayler has more than 30 years of insurance industry experience across underwriting, broking and technology. In 2014, she was appointed head of technology solutions for NZbrokers. Prior to this, she was a software consultant at Ebix NZ, a role that had responsibility for delivering and supporting software solutions to insurance brokers. Preceding this role, Nayler was in the broking space, initially as a broker, then moved into the IT space where she was responsible for implementing and administering a new broker system in the New Zealand and Australian offices. Her career in the insurance industry started in underwriting. In 2017, Nayler attended the AUB Group Academy, a joint venture with the Australian Institute of Management, and gained her Diploma of Leadership & Management. She completed a Leadership Program through the Institute for Strategic Leadership in 2023. She is passionate about the use of technology as an enabler. Her current role is particularly focused on having technology behind the scenes, enabling brokers to do what they do best – give insurance and risk advice.

Head of Technology Solutions

Rochelle Nayler

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Stephen Everett

Head of Insurance

Stephen Everett has 31 years of experience in the general insurance industry, working across both Australia and New Zealand. He began his career in a customer-facing claims role before moving into account management and business development, covering personal, commercial, and corporate insurances. Everett was a key member of the NZI leadership team for many years, leading underwriting, pricing, product management, and reinsurance. He also served as chief underwriting officer for IAG NZ and spent several years in strategic portfolio management roles at IAG Group. With over 15 years in senior leadership roles at NZI and IAG, Everett has expertise in underwriting, sales, broker account management, technical training, portfolio management, and reinsurance. Most recently, he served as executive manager – group portfolio management, with responsibilities across both New Zealand and Australia.

Head of Insurance

Stephen Everett

Simon Moss

Member Services Manager

Simon Moss has worked as a senior underwriter, a senior broker and is back for a second turn with NZbrokers. As an underwriter, he worked for NZI (formerly South British), then moved to Commercial Union. In 1993, he took up the challenge to become a broker, initially with Marsh (formerly Sedgwick) and then for FMR Risk. More recently, Moss worked for BrokerWeb, managing their Auckland branch. His role with NZbrokers from 2012 to 2019 helped build relationships and an understanding of many broker businesses throughout New Zealand. He aims to use this experience to further develop the member services role for the benefit of NZbrokers’ members and their clients. He has been fortunate to work in Canterbury, Mid Canterbury, Wellington, Hawkes Bay and Auckland. Moss has a Diploma in Business Studies, endorsed in Insurance Management, from Massey University. These studies included insurance management, risk management, public relations and human resource papers.

Member Services Manager

Simon Moss

NZbrokers is the largest independent insurance broking collective and the third largest broking group in New Zealand. Its purpose is to provide support and systems for independent brokers that enable better client outcomes. NZbrokers has 47 members representing approximately $850 million. Its local strength, coupled with the financial backing of its parent company, AUB, puts the company in a strong position to continue to be successful in the future. NZbrokers lives by its values of keeping it real, being one team, upholding the philosophy, delivering the promise, having a “number 8 wire mentality” and punching above its weight.

“Our disciplined investment process helps position our clients to reap the benefits of rising securities markets at an appropriate level of risk”

Thomas Carhart, South Street Advisors LLC

Rebecca Ince

Chief Operating Officer

Robert Corner

Chief Distribution Officer

Catherine Farnworth

Chief Actuary

Ciaran Astin

Chief Personal Lines Officer

Becky Ince joined DUAL in 2019 as COO for the UK and Europe. She is responsible for a number of teams, including IT, data, change, operations and management information, and also oversees DUAL’s outsourced functions.

Chief Operating Officer

Rebecca Ince

Rob Corner joined DUAL in 2024 as chief distribution officer. He was previously regional director for AXA and, before that, managing director of Premierline insurance broker. He spent nine years at Allianz, having joined as management trainee with a master’s degree in international business from the University of Newcastle-upon-Tyne.

Chief Distribution Officer

Robert Corner

Catherine Farnworth joined DUAL in 2024 to head up its actuaries in the UK and Europe. She was previously chief risk actuary at IQUW in London and MS Amlin in Zurich. She spent five years in Bermuda as lead actuary for PwC, and then as group actuary for MS Frontier.

Chief Actuary

Catherine Farnworth

Ciaran joined KGM as Managing Director in 2024 and has recently expanded his role to Chief Personal Lines Officer for DUAL UK. Ciaran has over a decade of leadership experience within the motor and home insurance sectors, having previously held senior roles at Hastings Group and Direct Line Group. He was most recently Managing Director of DriveScore, the app-driven motor insurance data business within ClearScore group.

Chief Personal Lines Officer

Ciaran Astin

Chief Personal Lines Officer

Ciaran Astin

Chief Personal Lines Officer

Ciaran Astin

On a larger scale, HSH handles class action and mass tort lawsuits representing groups of people injured by dangerous products, medications, medical devices, and negligent organizations. The HSH team is known for providing caring and attentive service to clients, and is proud of the firm’s excellent reputation within the legal and medical communities.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

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Fast turnaround: FTA quotes more than 65% of new business submissions within 48 hours, helping clients secure coverage quickly. Competitive rates: Whether your client’s risk is large or small, FTA offers premiums starting at just $400, making insurance affordable and accessible. Long-term stability: With a three-year long-term capacity agreement in place with eight highly respected Lloyd’s Syndicates, FTA guarantees long-term security and reliability. Award-winning expertise: As a five-time 5-Star award winner, FTA is recognised as an industry leader in risk solutions. Expert underwriting: FTA’s team of experienced underwriters provides tailored solutions to meet the unique needs of each client. Exceptional service: FTA is known for its commitment to clear communication, quick responses and a relentless focus on exceeding client expectations.

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Ben Irantalab

Partner

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

Partner

Ben Irantalab

Partner

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

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What FTA covers:

Professional indemnity (standalone and combined with general liability for white-collar professionals) Information technology liability Management liability Design and construct liability Public and products liability Associations liability Cyber insurance Excess layers

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Stephen Kerr

Chief Executive Officer, Asia

Nicki Dunn

Chief Client Officer

Nigel Cook

Chief Executive Officer, Singapore Head of Major Complex Loss, Asia

John Law

Chief Executive Officer, China

Alexa Tang

Chief Executive Officer, Hong Kong

Aldrin Wong

Chief Executive Officer and Managing Director, Malaysia

Andri Dirgantara

President Director, Indonesia

Pam Chhabra

Manager – Residential Strata

Adam Basaldella

Manager – Claims

Adam Basaldella

Manager – Claims

Nuts and bolts Along with extensive training in the algorithms used in South Street’s investment process, the firm’s analysts and portfolio managers are taught the fundamentals of business and financial analysis. While most firms are moving toward the use of third-party mutual funds and ETFs in portfolio construction, South Street possesses this research capability, and it also has the ability to identify undervalued investment opportunities that fit its clients’ financial picture. Carhart comments, “For instance, restructuring inherited and legacy positions is a particular strength of our firm because of our ability to carefully evaluate existing security positions.” What has inspired clients to remain with South Street for so long is the firm’s holistic approach that applies the same investment criteria to allocation decisions across multiple asset classes and security selection for equities, bonds, and other publicly traded instruments. The firm’s portfolios only hold individual securities that have been fully vetted and researched by its experienced investment team. Several algorithms are employed to identify purchase candidates in the yield, growth, and technology sectors. Depending on their income and risk profiles, clients often hold a variety of securities, from traditional common stocks and bonds to publicly traded master limited partnerships and gold-bullion-backed ETFs. “While securities are drawn from a universe of over 19,000 companies, we are a concentrated manager that typically holds 25 to 30 issues in our clients’ equity component,” says Carhart. “Candidates for in-depth fundamental business analysis must pass a set of rigorous screening criteria that have tended over time to be reliable indicators of future business and financial success.”

Meticulous onboarding The key building block in South Street’s process is earning the trust of all new clients by ensuring they and their advisors’ visions align. Early discussions focus on return expectations, income requirements, and risk tolerance. Carhart says, “Based on these conversations, we will model projected investment returns, income generation, and capital appreciation for a number of different portfolio mixes over a 10-year time frame. After further discussion, we agree on a set of guidelines that often are summarized in an investment policy statement. These guidelines are not static, but can change along with the client’s evolving financial picture.” Another fundamental of South Street’s approach is a give-and-take relationship between the firm and the client, which reinforces the trust critical to success. “In our view, talk about trust and personal relationships means little if a client doesn’t see market-beating gains in portfolio value over time. Our disciplined investment process helps position our clients to reap the benefits of rising securities markets at an appropriate level of risk,” says Carhart. Due to its longevity, record of success, and satisfied clientele, South Street is a firm comfortable in its own skin. Its team knows who they are and will continue to do so.

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“At the end of the day, many individual wealth managers tout personal service, custom portfolio management, and responsiveness, but few can match South Street Advisors’ record of wealth creation since its inception 26 years ago.”

Stephen Owen, South Street Advisors LLC