Mooks Services
Shona m Mookerjee
About
I own my business with my husband, Neil. We have a saying, `one metre wide, one kilometre deep,' which, for us, means that we've built our business on deep relationships. I expect to go through each life stage with my clients - as they buy their first home, when they have kids, as they change jobs, when they need to claim on their insurance (as we all will at some stage), and as they grow their savings for retirement ... and in time, help their kids buy their first homes. This is the foundation of our business. And yes, we're small, but that just means that we have to run faster that everyone else to survive. We work harder for our clients because it's how we do business, but also because we just have to.
Products and services
I’m a self-employed, level 5 qualified financial adviser with 15 years’ experience in finance and I try to make insurance affordable to everyday Kiwis. I provide financial advice with a focus on personal and disability insurance and KiwiSaver. I'm not aligned to any one insurer or KiwiSaver provider, and I hold accreditations with all of NZ’s top insurers and top performing KiwiSaver providers. I specialise in health, life and trauma insurance as well as mortgage and income protection.
Testimonials
Lindsay Kerr I have been dealing with Shona for my family's insurance requirements for about 5 years now. I have always found Shona to be professional and knowledgeable. Shona explains insurance products in a way that is easy to understand, which was important to me. Shona has a personal approach with her clients, I never felt like I was just a number. As a family we have already referred her on to others looking for insurance advice. I would not hesitate to refer her again. Thanks Shona. Tendai Makuwatsine Wow.. what an amazing Insurance broker. Shona Mookerjee takes her time to listen and helped me with my claim retrospectively as I had no idea I could make a claim. Always available! And easy to work with. Thanks Shona. Sheree Teokotai Highly recommend Shona from Insurance Market. The initial call was personal and very informative leaving my husband and I feeling empowered about our situation and future goals. Lots of efficient communication that is specific to our needs. We have a plan in place that we are comfortable and excited about due to Shonas skills & knowledge of the industry. 5* Shona has helped us into our first proper insurance that fits our budget. Aaron Wakeling Shona has been our insurance advisor for a while now, firstly getting our personal/life/mortgage repayment insurances sorted, which she made easy to understand and a simple process. Two kids later, we are still happily using Shona's guidance and skill set, to get our kids covered under our medical insurance. We would highly recommend anyone looking at sorting out their personal insurances to get in contact with Shona, she will be able to give you the best advice and make it super simple!