Meet Our Team
David Jochem
FINANCIAL ADVISER – INSURANCE & DIRECTOR OF INSURE
With over 28 years of experience in the financial services industry, David is a trusted expert in insurance risk advisory. Since 1997, his guiding principles have been developing people, improving lives, and building a secure future for the good of the country.
David is passionate about building strong, lasting relationships with his clients, helping them navigate their financial journey with confidence. He takes a personalised approach, ensuring individuals and businesses receive tailored advice and a range of options to suit their unique needs.
As a Financial Adviser, David has worked extensively with self-employed professionals, businesses, farmers, families, and individuals. His deep industry knowledge and commitment to excellence ensure that more New Zealanders can access high-quality financial advice and long-term security.
Outside of work you could find Dave in any number of places. He loves spending time with his boys and wife the most, but otherwise you may find him; fishing or diving; being on the water; busy with cars; or BBQ’ing with friends.
Emily Donaldson
FINANCIAL ADVISER – MORTGAGES
Emily has a real passion for helping others. She has over 10 years’ experience in the Finance Industry. Having spent time in the Commercial sector, Emily has established herself in Residential & Personal Lending with a desire to help people see and achieve their financial and mortgage goals. Emily is very goal oriented and loves helping her clients make financial plans and see them through to achieve them. Outside of work Emily loves to spend quality time with her children exploring Christchurch City and all it has to offer, and in her down time she enjoys a good Prosecco in the sunshine with friends.
Rosanna Wheeler
FINANCIAL ADVISER – FIRE & GENERAL (domestic/commercial)
Rosanna joins us with over 15 years’ experience in the General Insurance Industry, having worked for a number of the big insurers in various roles. We are excited to have Rosanna onboard and know you are in excellent hands with her knowledge. Watch this space to learn more about Rosanna, or feel free to give her a call on 0278467873 or arrange a chat with her using the link below:
BOOK AN APPOINTMENT WITH ROSANNA HERE
Kendelle Stephen
FIINANCIAL ADVISER – KIWISAVER
Kendelle StephenMeet Kendelle! With a strong background in KiwiSaver and Investments, Kendelle brings a wealth of knowledge to help you achieve your financial goals, whether you’re saving for your first home or planning for retirement, or funding private schooling.
Outside of work, she enjoys spending time with her dog on long beach walks, relaxing with family and friends, and savoring sunny summer days with a crisp beverage in hand!
Mandy Lay
FINANCIAL ADVISER SUPPORT – FIRE & GENERAL INSURANCE
Mandy has spent more than a decade supporting General Insurance Brokers, bringing a wealth of knowledge and experience to the team. She’s the one you can always count on — whether it’s a quick call or an email, she’s there to help. Mandy is dedicated to looking after clients just as much as she supports her colleagues, always going the extra mile to get things sorted.
Charrissa Paterson
OFFICE MANAGER & CLIENT SUPPORT
Charrissa has worked in the insurance industry for over 15 years, supporting advisers and their clients with her extensive knowledge of the industry. She is a valuable asset to the team at Insure and is always happy to hear from our clients to help them through the application and claims process. She thoroughly enjoys speaking with clients and helping them in their journey.
Charrissa works closely alongside Elicia in the Office Administration team at Insure, ensuring clients as much as David, are supported.
In her spare time, Charrissa enjoys relaxing with her family and walking her dog.
Elicia Rolston
OFFICE ADMINISTRATOR & CLIENT SUPPORT
Elicia RolstonElicia has been with Insure since its earliest days. She has nearly 10 years’ experience in the Insurance Industry and works closely alongside Charrissa in the office administration and client support team. As well as helping out clients in any way she can, Elicia also manages the Fire & General Policies and administration.
Elicia loves chatting with clients and takes much pleasure in helping people through the process of applying for and also claiming on their policies should they ever need to.
In her own time, Elicia loves to spend quality time with her friends & family.
Simone Jochem
CLIENT RELATIONSHIP SUPPORT & ACCOUNTS
Simone JochemSimone has over 15 years’ experience in the banking and finance industry, spending most of this time helping people consolidate debt and get into their own homes!
However, in recent years, Simone has taken a step back in her ‘professional roles’ to have and raise her three beautiful boys with David. Whilst doing this she has helped and supported David in the establishment and development of INSURE.
Simone currently works alongside Emily as Client Relationship Support and Administration for lending, and is a fully qualified Financial Adviser.
She is also the accounts manager for INSURE, and works alongside the rest of the team offering ongoing support to all in the office.
Outside the office and work life, Simone is busy spending quality time with her family and pottering around her garden on sunny days.
Preet Bal
Administration & Client Support
Preet is a hardworking and enthusiastic team member with a passion for all things finance. Currently studying full-time, she joins the Insure team in a part-time capacity, where she’s eager to grow her knowledge and gain hands-on experience in the Financial Services Industry.
When she’s not studying or working, you’ll find Preet keeping up with current world affairs, exploring the world of beauty and skincare, curating fashion inspo, or diving into meaningful Bible study and reflection. She brings a blend of curiosity, creativity, and depth to everything she does.