Maxwell Financial Services Limited

We pledge to build strong relationships with our Clients and productive partnerships with our Insurance Carriers and our Community. We will strive to be the best niche marketer of insurance products and services in New Zealand. We will offer appropriate products which provide financial security and protection to kiwi families or individuals. We will deliver value and personalised service and support to our clients.

Roger Venkatesh

Director and Financial Adviser

Roger is a former banker with 12 years of experience in the banking industry – currently an insurance adviser since 2017, with a total of 19 years industry experience.

He can help with your insurance needs, protect your assets and family,  and will help save time and money.

He founded Maxwell Financial Services Limited in 2017 and has operated as a Risk Adviser since.

His goal in the insurance industry is to drive premiums down through better management of the entire insurance process including personalized support, underwriting, and benefit maximization. He will monitor the implementation & review these strategies and actions on a regular basis.

Roger will also provide peace of mind with an ongoing service of assisting you in managing and processing any insurance claims requirements you may have.

Kiri Venkatesh

Key Account Manager and Financial Adviser

Working alongside Roger, Kiri has a passion for helping others achieve their financial goals and a commitment to ethical and transparent practices. With her academic knowledge and administrative background, she delivers exceptional support to our clients. Her friendly demeanour and attentive nature ensure that all clients are supported during their insurance journey.

Kiri plays a vital role in ensuring our operations and compliance run smoothly.

Your Insurance Advisers – We are here to help!

We can provide you a FREE no-obligation quote on all your Insurance needs.