An independent finance and insurance broker, we have over 30 years worth of industry experience with established underwriting networks that covers a multitude of financial needs.
Building Long-term Relationships and Providing Expert Advice.
We believe that through creating long-term, transparent and bespoke partnerships with our clients we provide the turnkey solutions they need for success.
Everyday we live 4 core values which have been the key to our success:
- Honesty
- Integrity
- Trusted
- Professionalism
Meet The Team
Areas of Expertise
- Partnership Management
- High Net Worth Brokerage
- Insurance Solution
Experience
Eugene brings over a 3 decade of entrepreneurial expertise in the financial services sector,
With extensive experience working with largescale corporations, Eugene excels at identifying clients’ unmet needs and guiding them towards their financial goals by aligning their wealth and income with their vision and values.
Dedicated to fostering long-term relationships, Eugene helps clients navigate business transitions and adapt their financial strategies accordingly.
Areas of Expertise
- Partnership Management
- Growth Solution
- Network Performance
Experience
Nathan brings over a 2 decade of marketing and strategy development expertise across a variety of sectors
With extensive experience working with Blue chip corporations, such as Shell, Proctor & Gamble and Phillips, Nathan excels at creating new and untapped clients’ opportunities and bespoke client packages that fuel network growth.
Dedicated to fostering long-term relationships, Nathan helps clients navigate business transitions and adapt their financial strategies accordingly
Areas of Expertise
- Solutions Research
- Client Development
- Asset Management
Experience
With a real eye for detail and a hunger to deliver, Louie offers a young, fresh and dynamic presence to Parete Capital.
Helping to manage a vast portfolio of ever changing day to day needs, Louie is fast gaining a reputation as one to watch.