Our Number One Focus Is Getting To Know You.
We put relationships before Insurance products, in order to fully understand the risks you face. Experienced Advisors Gareth Wallace and Lee Reo take their time to learn about you and your business, so they can source an insurance programme that suits your needs. This personalised approach means we take the time to provide you with the right advice, when you need it.
Personal Insurances
We will help you with all your personal protection needs as well as domestic insurance requirements.
KiwiSaver & WealthBuilder
An easy and affordable way to save and invest for your retirement years.
Business and Commercial Insurances
Balance Advisors specialise in business and commercial insurance solutions.
Meet Our Experienced And Friendly Team.
Gareth Wallace
Gareth Wallace established Balance Advisors in 2016 with the express goal of providing expert insurance advice, focused solely on what’s best for you the valued client. Gareth enjoys building valued long term relationships, and supporting clients through the good and bad times!
Lee Reo
Lee is our dedicated advisor providing bespoke financial services, with a focus on safeguarding families and individuals from the unforeseen challenges that life can throw your way.
Financial stress can cast a shadow over our lives when unexpected events occur, and Lee’s passion lies in ensuring that you and your loved ones are shielded from these uncertainties.
Through a wealth of experience and a genuine care for your well-being, Lee is here to offer personalised protection strategies ensuring security and peace of mind.
Megan Freeman
Megan joined Balance Advisors in February 2021, after taking a break from the insurance to spend more time with her growing family. Prior to this Megan worked extensively in the insurance industry in various roles with insurance brokers such as Willis, AON and Ahlers in Whangarei.
For questions, please fill out the form below:
Servicing clients “Northland and afar”
Travel Insurance
We’re very pleased to offer you access to an insurer who provides a direct and comprehensive leisure travel policy.
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