Rick Willis has been in the Financial Services Industry since 1991 and apart from a small respite as a Business Development Manager in the Primary School sector has been focused on customer based solutions in all aspects of the industry.
1991 saw Rick as a full AMP Adviser providing advice /recommendations and implementing solutions on in all sectors (Fire and General, Risk cover including Life, Trauma, Income protection, Key-man insurance, Shareholder Protection, Investments, Mortgages and Health Insurance)
Rick has managed a number of specialist adviser practices in New Zealand and finds his current role as Sales Manager for Financial Design Group a driver in developing a success based team of high achievers.
Rick has a passion for assisting people in understanding how to manage their future financial independence through skilled advice and structured planning.
Rick has previously worked in the retail, wholesale, motor vehicle industry both in finance and direct marketing, he is a keen sportsman and has a passion for rugby, cricket, and fishing .
Rick is married to Sue and they have 2 children Jaime 22 and Samira 18 who share a passion for sports and travel.