Success Avenue - Orewa
Success Avenue | Financial Advisors Auckland | North Shore - Successavenue.co.nz
We are your Auckland Financial Advisors and aim is to help you live your best life, as you build a better, more financially secure one.
About Success Avenue
In July 2016, I walked into my first day as a trainee Insurance Adviser, surrounded by highly competitive humans with big goals in life. Selling insurance was something I never thought I would do and something that would lead me into finally finding out what I wanted to do when I grow up.
My first year as an adviser was focused on learning the industry well so I could provide good advice to clients. To achieve this when I was under so much pressure, once again I got real focused on the target, set up a solid plan and worked hard to achieve it.
Talking about insurance, being better with money, having the best mortgage structure, focusing on the present as well as the future is very natural to me, given what I have experienced in my life and what I’m experiencing right now with having kids, a mortgage, a business and so on.
As I was getting better as an adviser, I also started adding value to the business itself, climbing up the ranks to training new advisers by 2017, becoming Head of People and Culture, Partner in 2018 and General Manager in 2019. In April 2021 I decided it was time for me to embark on my new venture, one where I could stay true to my values.
During my time I helped to build a business from under 20 people to a nationwide business with over 70 people, while overseeing training and managing the sales team. I started and managed a nationwide relationship with a well-established building company who refers their clients to the business for finance advice. I have a huge amount of appreciation for the opportunity I was given and I’m glad that it came at a time where I had enough experience to help make a difference and fuel my never-ending search for growth, both personally and professionally.
Contact Success Avenue
| Address : | Success Avenue 21 Lakeside Drive, Orewa, Auckland 0931, New Zealand |
| Phone : | 📞 +7788 |
| Postal code : | 0931 |
| Website : | https://successavenue.co.nz/ |
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Patricio Castellano on Google
★ ★ ★ ★ ★ After dealing with some mortgage brokers, financial advisors and insurance brokers with decent performance (nothing wrong to say about them) I found JC who has been absolutely outstanding since our first meeting. He goes above and beyond. He truly listens and understands your needs and concerns and always finds options to suit you . We've been working together for a couple of years now and it's one of the best financial decisions I made for myself and my family.
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Jenna Coffey on Google
★ ★ ★ ★ ★ I knew very little about money until I met JC. He helped me get into my first home, and was incredible throughout the whole journey.
His relationships with the banks, and his patience and diligence with myself and my family took a lot of the stress out of the process.
I would highly recommend JC!
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Marion Dastugue on Google
★ ★ ★ ★ ★ Juan has been very patient and professional throughout the whole process. I was looking for a medical insurance, but didn't know which provider to pick. He sat down with me for over an hour to discuss my life and my financial situation, so he could suggest the best policy according to my needs. Thanks again ?
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Mariam Anwar on Google
★ ★ ★ ★ ★ Highly recommend JC to everyone. He has been so helpful to my husband and I as we navigate mortgage lending and financial planning. He's knowledgeable, personable and very professional. An absolute pleasure to work with and provides a great service.
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