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About Us

Our family, protecting your family.

Loyalty, integrity and honesty. In a nutshell, that’s what you can expect from the team, and family, at Discovery Financial Services.

When Ron launched Discovery Financial Services back in 2009, he may not have planned for the whole family to come along for the adventure, but happily, that is exactly what happened.

With numerous awards between them, for leadership and for insurance advice, the Discovery Financial Services team offers clients decades of insurance experience and knowledge, coupled with a true passion for putting people first.

As Ron often says: “Product, be that a type of insurance or a KiwiSaver fund is the tool. It’s the way you apply that tool to someone’s unique circumstances and needs that really counts.”

Or in other words: always put people first.

Meet the team

Read on for more about the team at Discovery Financial Services.

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Testimonials

Fantastic service, professional team. A family run business that will always work with your best interest at heart!
Faieka Cassiem
Shane has guided me with all avenues when it comes to KiwiSaver and my 1st home purchase. Shane is very knowledgeable and has an excellent appreciation for your needs when it comes to your insurance!
Rhys Pemberton
Myself and my partner had been dreaming of landscaping our backyard for years. We requested a loan top up through multiple mortgage brokers and were turned away. We found that none of these mortgage brokers actually took the time to listen to us and appreciate our situation. We were probably too much work for them for not enough reward. My last hope was Brad Whitford from Discovery Financial Services. I made contact with him late one evening and he replied within half an hour and asked me to give him a call. Brad really listened to us and asked a lot of questions about our situation to get a very good understanding of our financial position. Brad went over and beyond to secure our loan top up when other mortgage brokers told us it was impossible. He was outstanding with his communication throughout the entire process. Thank you Brad for helping make our dream come true. I will be recommending Brad to everyone I know. 5 stars!
Justin Horsfield
Fantastic! Shane is someone who really wants the best for his clients Highly recommended.
Jono Frankle
Jason is a good man and a great Insurance Adviser, I trust his thoughts and feedback 110%.
Azza Martin
Shane helped me a lot with my insurances and Kiwisaver. He is very professional and knowledgable. I highly recommend him.
Steven Matthew

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