About Appleby Financial Services Ltd

Appleby Financial Services started operating in September 2006. The principle Tom Appleby first started advising the public in 1992 in London, England.

Tom Appleby

Tom has over 18 years experience and has a Bachelor of Arts with honours from Kingston University, London. He has also obtained his Financial Planning Certificate from the Chartered Institute of Insurance, London, England.

He is member of the PAA (Professional Advisers Association) and keeps his knowledge up to date by attending industry related seminars and training via several insurance providers. Please view Tom's disclosure statement here - (73kb pdf file).

Tom has been an adviser in Auckland since 1996 working for the Automobile Association and followed this by working for a large national broker, after which he set up Appleby Financial Services.

Tom is also a member of BNI (Business Network International) which is a business referral organisation. Contact Tom to find out how he can help build your business.

Your needs revolve around two principle areas:

  • Your life with your family
  • Your life with your business

The principal philosophy of Appleby Financial Services is "Informed choice through mutual consultation"

We do this by understanding the following:

How much risk you are prepared to take

VERSUS

How much risk you wish to place with an insurer


And all of this neatly fitting into your budget and what you are prepared to pay ultimately for that cover.
In essence the right cover for the right situation at the right price for you based on your ever changing needs.