Your Adviser

Heather Ross

With a wealth of experience in the financial services industry, Heather Ross is dedicated to helping individuals and businesses protect what matters most. Heather played a key role in setting up the back office and building the team for a tax startup business, which grew into a success and eventually listed on the stock market. Her knowledge and expertise have been shaped by years of hands-on involvement in both the operational and advisory sides of financial services.

Heather is not just an expert in insurance; she is a strong communicator who understands the importance of personalised service. Her passion lies in assisting people to safeguard their families and businesses by guiding them through the often-confusing world of insurance. Whether you are looking to establish new cover or review your existing policies, Heather can help you find the right balance between protection and premium costs.

Heather specialises in:

Establishing Insurance Policies

From life, Total & Permanent Disablement Trauma, income protection to business expense insurance, Heather can help you easily navigate the complex options and implement your preferred insurance policy with the insurer.

Reviewing Existing Covers

If you already have insurance in place, Heather will assist in reviewing your premiums and guide you in adjusting your cover to suit your current needs and budget.

Whether you’re setting up insurance for the first time or reassessing your current cover, Heather’s years of expertise will give you the confidence to make informed decisions. Let her guide you through the process, ensuring your insurance works for you and provides the right level of protection without breaking the bank.

Reach out to Heather Ross today and take the first step toward securing your financial future with expert product advice and tailored support.