Jeby Joseph

Jeby is an insurance advisor/broker with a proven track record of experience in the insurance sector and managerial expertise. Competent in sales, customer service, risk management, and negotiation.
 

Jeby is a certified financial advisor who has worked for numerous organizations and has five (5) years of expertise in the insurance and finance industries. He successfully achieved a level 5 NZ Certificate in Financial Advice in Residential Property Lending and Life, Disability, and Health Insurance.
 

In 2011, Jeby moved to Aotearoa from South India. Jeby has worked as a real estate salesperson, property manager, community support worker, and artist/designer throughout his career, all of which have deepened his understanding of the financial needs of many ethnic groups & communities. His expertise extends to negotiation, business relationship management, risk management, customer service, and sales.
 

Jeby helps clients navigate the intricacies of home finance as a mortgage advisor, making sure they get the best terms and rates to meet their financial objectives. Additionally, he is an expert in life and disability insurance, assisting clients in safeguarding their assets and families against unanticipated circumstances.
 

With more than five years of proven experience in financial services and client services operations with top banking institutions, the expert is client-focused. With the best tailored mortgage and financial solutions, Jeby's objective is to positively touch people's lives, assist them in achieving their financial goals and dreams, and help them and their whanau build a better and brighter future.
 

Jeby takes great satisfaction in his ability to develop entirely unique financial advice that is suited to the requirements of his clients. Jeby prioritizes his clients and their whanau. He thinks that everyone has a different way of thinking and that no two people have the same objectives. In order to provide you the finest result that is appropriate for your financial objectives, she will make sure to assess your overall circumstances and areas of your financial life, providing you with outstanding service and assistance at every stage.
 

In his free time, Jeby likes to travel, engage in outdoor sports, and spend time with his wife and two kids. He thinks that playing outside will help his kids grow socially, physically, emotionally, and intellectually.