Our experienced and qualified specialists can help you protect your assets, you and your family’s future, and provide investment and retirement planning.
Bill co-founded Montage in 1997. With over 30 years of experience in the financial industry, he is an expert in his field.
He leads the team at Montage and strives to provide excellent service to everyone he deals with.
Bill completed a Bachelor of Arts (Psychology and Education) at Auckland University and then taught for 9 years until 1988, before switching to a career in financial services. He was initially a self-employed Adviser with an AMP agency for 9 years before he formed Montage Financial Services in 1997. As Montage has developed to provide full financial services, Bill has gained further qualifications including a Diploma in Financial Planning and has completed courses in Business Financial Analysis.
William joined Montage General in June 2008 as a Commercial Broker. Now as Manager of Montage General Insurance Ltd he leads a team of experienced, professional Brokers specialising in Commercial and Domestic insurance. William is an Associate of ANZIIF (Australian & NZ Institute of Insurance & Finance) and a member of IBANZ (The Insurance Brokers Association of New Zealand Inc). His interests include golf and touch rugby.
Alison joined Montage in 2005 as Domestic Broker. She has an extensive background in customer services and administration within the financial services industry. Alison is a qualified broker with qualifications through ANZIIF.
Jason joined montage in 2019 as a broker/broker support. He has experience in assisting small to corporate businesses and has recently completed his level 5 certificate in financial services. His interests include Tennis, Squash and working on his project car.
Anita joined Montage Group in January 2020 as Accountant. Being a member of Australia and New Zealand Institute of Chartered Accountants Association, Anita has gained wider accounting experience from industries including FMCG, IT and tourism.