Samuel Rees-Thomas has joined Plus4 Insurance Solutions (Plus4), an adviser group that started out in Nelson in 2008 and now has over 45 advisers working from 17 locations between Whangarei and Invercargill.
Rees-Thomas began in the financial services sector with Westpac
and from there held and roles at Kiwibank as a personal banking and insurance specialist.
He became a registered financial adviser in 2012 and launched his own business two years ago called Rees-Thomas Financial Services, covering services ranging from life and income protection to group insurance plans and share purchase agreements.
Plus4’s Chairman Grant Uridge said, “Samuel is a highly regarded financial services professional who worked in the banking sector before establishing his own successful insurance advisory practice in Wellington. We are pleased to welcome Samuel to the group.”
Rees-Thomas studied management and marketing at Victoria University of Wellington and is partner in technology advice company, AdviceUnlimited, assisting professional services businesses to streamline their operations, increase their online presence and better manage their client relationships.