Alakesh Bhagawati,
Financial Adviser
Placing clients' needs above all else is the cornerstone of Alakesh's approach as an adviser.
With many years of experience in the customer service industry, Alakesh is known for his dynamic and energetic approach. "I believe that rational and value-based financial advice is key during tough and stressful times, acting as a protective shield during rainy days," he says.
Among his extensive qualifications and achievements, Alakesh holds a New Zealand Certificate in Financial Services Level 5 in Life, Disability, and Health Insurance. His solid educational background, combined with his passion for customer-focused services enables him to provide Kiwi families and self-employed individuals with tailored insurance advice, with tremendous value. He is dedicated to helping his clients understand their insurance options and make well-informed decisions to secure their financial futures.
When asked about what he enjoys the most about being part of the Advice4Life team, Alakesh said, "the shared commitment to keeping clients' interests above all else is what excites me about being part of the Advice4Life team."
Outside of work, Alakesh is a foodie and a traveller, always exploring new cuisines and scenic places. He also enjoys playing a game of cricket on weekends - his favourite sport.
“Financial advice goes beyond numbers; it’s about empowering people to secure their futures and achieve their goals.”
Advice4Life Limited (FSP 489726) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.