Ian Schofield RFA
Insurance Adviser
E-mail: ian@barnesmossman.co.nz
Ian Schofield is a Registered Financial Advisor (RFA) in accordance with the Financial Advisors Act 2008. His Financial Services Provider number is FSP85005.
Ian Schofield joined Barnes Mossman Financial Services Limited in November 2009 on a contracting basis, working via his own practice Schofield & Associates as an Insurance Specialist.
His knowledge and extensive experience in assisting small business clients develop strategies designed to protect their businesses, their business interests and their families in the event of untimely death, illness or injury.
Using sound risk management techniques, Ian can work alongside you to ensure that your risk programme will meet your needs.
Ian’s involvement in the insurance industry now spans more than 30 years.
His experience and knowledge is derived from various roles as a Risk Adviser, Agency Manager for two major insurers, Branch Managing Director of a national Financial Services Company and Director & Senior Adviser within his own risk advice company.
Ian has acted as trainer and mentor for new advisers as employees and via the Adviserlink Accreditation courses. Currently Ian is a member of the Professional Advisers Association (PAA) and in the the process of becoming a provisional member of the Institute of Financial Advisers (IFA).
Ian’s specialty fields are business risk, business succession planning and claim advocacy.
Ian’s interests outside of work have also been varied; he served as an Infantry Company Commander in the Territorial Force of the New Zealand Army, has played and coached senior rugby and maintains he can still keep wicket.
Ian and his wife, Rochelle, are also regarded as pioneers in the commercial growing of saffron in New Zealand.
“My role is that of an understanding realist in the client / adviser relationship. The most important thing I do is listen to what people tell me about themselves and their situation; without that understanding there is no relationship.
I need to ask the hard questions, test assumptions, and identify the worst case scenario to help clients protect their family, their business and their lifestyle now and into a future which simply isn’t always foreseeable.” .
