MEET THE TEAM
Who We Are
Josh
Cuttance
Financial Adviser
Insurance & KiwiSaver
I'm a proud dad of two girls, loving husband to Ashlee, homeowner, and business owner with a passion for golf. My journey in the financial world began when I earned a double degree in Commerce and Physical Education. Fast forward a few years, and I found myself achieving my Level 5 Financial Services qualification and establishing my own business as part of the respected adviser group, SHARE NZ, in June 2019. As a member of SHARE, I have the independence to manage my own business and clients while also benefiting from the support and shared knowledge of a wider network. This collaboration allows me to offer a more comprehensive and well-rounded service to my valued clients. I'm often called on to advise insurers about marketplace trends and for industry advocacy. Most recently, I've contributed to the 23/24 Fidelity Life Adviser Council and the Financial Advice NZ Adviser Risk Committee. When I'm not working, you'll find me spending quality time with my family. I also love giving back to the community as the Club President of the Albion Cricket Club, hitting the links at the golf course, or unwinding with friends and family. As a down-to-earth Kiwi bloke, I'm here to provide relatable and personalised financial advice on Personal Insurance and KiwiSaver across New Zealand. Let's work together to secure your financial future.
027 742 7333
AsHLEE
CUTTANCE
Executive Assistant & Operations
Ashlee is a cornerstone of our team, balancing her role in the business with her dedication to family. Ashlee has been instrumental in our operations and growth. Before joining the financial services industry, Ashlee excelled in event management, organising corporate conferences and events. Her expertise in streamlining processes and enhancing operational efficiency ensures that our clients receive top-notch service. Ashlee began working hands-on in the business in March last year, focusing on making our operations more effective and client-friendly. She loves improving systems to benefit both our team and our clients. Her knack for organisation extends to managing Josh's calendar and ensuring seamless day-to-day operations. Ashlee holds her Level 5 Financial Services qualification in Life & Health Insurance. A true Dunedinite, Ashlee enjoys spending time with her family and friends, and walking the dog. If Ashlee could control the office playlist, you’d hear plenty of George Ezra, Post Malone, and some country tunes.
03 477 7734
Sarah Anderson
Client Services Executive
Sarah brings a wealth of experience and a passion for process efficiency to our team. Growing up in Invercargill, Sarah moved to Dunedin over 20 years ago and has made it her home. With a strong background in finance and a graduate diploma in financial planning from Massey University, Sarah excels in supporting Josh and ensuring smooth operations. Before joining Josh's team, Sarah has spent 12 years working in two different financial advice businesses, gaining invaluable industry experience. Sarah's meticulous attention to detail and love for systems make her an indispensable part of our team. In her role, Sarah handles advisor support, prepares statements of advice, manages client communications, and ensures that all processes run seamlessly. Her proactive approach and deep understanding of the industry enable her to provide exceptional support to both Josh and our clients. Outside of work, Sarah is a busy mum of two young children who keep her on her toes. She loves spending weekends exploring parks around Dunedin and has recently taken up running, aiming to conquer a 5K. If Sarah could control the office playlist, you'd hear a mix of Pink, Pearl Jam's "Better Man," and some Usher hits. Known for her sharp wit and love of a good laugh, Sarah brings a warm and lively presence to the office, creating a supportive and enjoyable work environment.
03 477 7734
TAYLOR CUMBERLAND
Financial Adviser
Insurance
Taylor is a fully qualified Financial Adviser with Level 5 credentials in life, disability, and health insurance, bringing a confident and knowledgeable approach to helping clients protect what matters most. He’s known for making insurance straightforward and easy to understand, combining strong technical expertise with a genuine commitment to finding the right solutions for every individual. Clients value Taylor’s calm, friendly manner and his ability to explain things clearly without overcomplicating the process. He takes the time to understand people’s situations, works hard to deliver great outcomes, and brings a positive, approachable energy to every conversation. With a strong foundation of knowledge and a clear passion for helping others, Taylor has quickly become someone clients trust and enjoy working with. The key takeaway: he’s capable, reliable, and exactly the kind of adviser you want on your team.
027 277 2801
