“when there is something to be done, Margi is right there”
Margi has a deep passion for insurance and understands the importance of having appropriate cover. She experienced first hand how great brokers advice can impact on a family's security. This experience occurred when her family received an appropriate payout when her father was diagnosed with a severe illness.
Margi moved to New Zealand from South Africa in 2007 to join her 2 sisters in an exciting new country that she now calls home, although she now travels on a New Zealand passport she still supports the Bokke
The move brought a realisation that she was ready for a change of direction in her career from a jet setting clothing and textile designer. With strong memories of the families experience, Margi did a financial adviser course and loved it.
After working together with other brokers to learn the industry and having built up a strong customer base in 2014 Margi decided it was time to do things her way and as a result, Hart Works was born. In early 2015 and with her business growing from strength to strength Margi took her own advice to follow her heart and relocated her business to be with her family in the sunny Bay of Plenty, Mount Maunganui
In 2019 Financial Independence was lucky enough to have Margi join them and become one of their team. We are lucky to have such a bright and caring adviser that has all the same client-focused values that we do.
Margi still finds herself in Auckland at some stage most weeks, giving her the opportunity to service and grow her Auckland customer base.
Margi gets a buzz from getting to know people and their families and listening to their needs and working to tailor a solution that provides working protection for them.
Level 5 - New Zealand Certificate in Financial Services