Thursday 12 January 2017

Scott Alan McRobie Relationship Manager

Scott McRobie




Relationship Manager at Custom Financial Solutions Limited
Auckland, New Zealand
Financial Services 



Current
  1. Custom Financial Solutions Limited
Previous
  1. Bank of New Zealand
Education
  1. Victoria University of Wellington
Websites
  1. Company Website

Scott McRobie is a Relationship Manager at Custom Financial Solutions Limited, prior to this Scott McRobie worked at Bank of New Zealand for a number of years in a variety of different roles.

 

Scott Alan McRobie New ZealandAt Custom Financial Solutions we provide a fresh approach with innovative ideas to support you and your financial goals.

There are many services that you need with any property not limited to mortgages. Some of these include insurances and business Loans with our experience in this field, we genuinely believe we can provide a solution for you that will be a breath of fresh air.

Peronal Risk Insurance is something that we are very passionate about, This covers Income Protection, Life Insurance, Trauma and Total Permanent Disablement. As a Realtionship Manager Scott Alan McRobie is passionate about meeting new clients, working with them to understand their financial needs and then creating tailored packages to ensure that all of his clients and their families are adequately protected.

At Custom Financial Solutions we believe in educating our clients as we work through their specific and unique financial circumstances, because people’s lives are changing so quickly in this day and age. People have to review their rquirements on a regular basis as and when their circumstances change. We don’t want to make our clients Insruance experts, but we do want clients to understand why we are recommending a particular Product for them. We also want clients to feel comfortable that we will have their best interests at heart andwe  will always ensure that clients come first as without clients there is no business.

 

With Scott Alan McRobie’s background, he has a Bachelor of Commerce Degree, extensive experience working in finance (specifically with business owners in more recent years) he enjoys the challenge of working with clients in often different situations and drawing on all of his experience to create tailored/ bespoke packages for his clients. Scott Alan McRobie also finds that owning businesses and being the member of a board helps him constantly stay focussed and current which can be very beneficial to clients.








Scott McRobie
Relationship Manager
021 083 52332







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