I started in the insurance industry in 1976. My dad started in 1955 and was the area representative for a large mutual insurance company. He was a very ethical man. I would like to think I followed him, in that way.
One of the things “back in the day” was, there were very few regulations. You could start “selling” insurance with next to no training and no formal qualifications. Not everyone was like my dad - there were “sharks” out there.
Things have come a long way. The Financial Markets Authority (FMA) have a reasonably strong grip on insurance companies and advisers, these days. Sinclair Solutions Ltd has a license provided by the FMA for me to provide Financial Advice. Its specific. There are some areas I can advise you on and some areas I can’t. (Of course, I am also a Qualified Health and Safety Adviser, but that’s a separate area to our FMA license.)
I’ve always liked to keep up with study and qualifications. Not that I enjoy getting up an hour or two earlier to study. But I do enjoy the extra knowledge and understanding, with which I can help people with their finances.
If you think we can be of additional assistance to you and yours, please don’t hesitate to be in touch.
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Bob Sinclair is the owner and director of Sinclair Solutions