YG Financial Services
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Lois Lee

General Insurance Specialist

I have played a crucial role within YG Financial Services from the foundation stage. Since, I have undergone significant professional evolution in my roles and responsibilities, with a focus on meticulous oversight of compliance, adept navigation of regulatory changes, and ensuring the seamless operation of the office. Recently, I have progressed to the position of a financial adviser at YG General, where I specialize in the delivery of fire and general insurance services.

My professional skill set has expanded to include expertise in commercial insurance, acquired through collaborative efforts with experienced mentors and advisers. Consistently, I demonstrate proficiency in delivering dependable domestic insurance solutions, establishing myself as a competent professional in the sector.

My adept interpersonal skills have been instrumental in cultivating lasting relationships with clients and stakeholders alike. Combined with a strong work ethic, my commitment revolves around diligently addressing client needs and ensuring the provision of the most suitable insurance solutions.
Call Lois today on 09 413 5027
Qualifications

B.COM
NZFSC level 5 (General Insurance)

Member of

Insurance Brokers of Association of New Zealand

Need some advice
but not sure where to start?

Contact us today for a no-strings, free 30-minute consultation.
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Need some advice
but not sure where to start?

Contact us today for a no-strings, free 30-minute consultation.
Book A Consultation

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Contact Us
09 413 5027A1, 17 Corinthian Drive Albany, Auckland 0632
Po Box 300214, Albany,
Auckland 0752