BCom Finance & Economics
TMx is the new name for all your insurance requirements.
The ″TM″ of TMx refers to our origins. We were created as a tailored division of Tony Mounce Mortgages (TMO), building on our reputation of knowledge and trust, and the vast experience of our South Island team, headed by our founder, Tony Mounce.
Through TMO we′ve spent many years arranging finance and helping people achieve their dreams and goals. Along the way we′ve learnt sometimes things happen that are unforeseen. The good news is, you can protect yourself by having the right insurance in place − which is why we created TMx.
At TMx we take the time to understand how you live today, and what you′d like your tomorrow to be, before tailoring a package to protect you and your family.
The ″x″ stands for expert advice. We aim to protect the financial security of every client, giving you expert advice on the options available, to ensure you are prepared for whatever the future may hold.
We are excited that you′ve found us, and we look forward to sharing our experience with you. We know that the best time to organise your insurance is now. Let′s chat.
Travis has been providing risk and insurance advice to clients since 2011. He has experience in a variety of insurance roles including advising and senior management, and also has experience in running his own risk & insurance advisory business.
Most clients are looking for peace of mind that if something goes wrong, they and their family will be taken care of, so Travis works with the team at Tony Mounce to provide tailor-made solutions for clients to ensure they have peace of mind should life not go according to plan.
Travis specialises in personal and business insurance, policy ownership and claims. This is where the true value of advice comes into play, to ensure the right money goes to the right person at the right time.
Outside of work, Travis spends most of his time with his young family, and enjoys playing rugby, tennis, catching up with friends, travelling and family holidays.
Ollie has been working in the financial industry since 2013. After a 7-year tenure with one of New Zealand’s largest banks, he transitioned to become a financial adviser in 2019, driven by his desire to assist a broader range of clients.
Through meticulous assessment of individuals’ needs and risks, Ollie crafts personalised strategies to safeguard his clients from life’s uncertainties, providing them with peace of mind in the face of adversity.
Ollie specialises in personal and business insurance, claims processing, and policy management. He understands the true value of advice, ensuring that payments are directed to the right individuals at the right time.
Outside of work, Ollie is an avid fitness enthusiast, often found in the gym or participating in various sports, and spending quality time with his family and friends.
At TMx we take the time to look at your overall situation, and then we assess and compare New Zealand′s leading insurance options to ensure we always give you our best advice.
Because we always make the effort to research, compare and evaluate the insurance market for you, we will save you time trying to find and understand the many options available.
One of the things our clients love about TMx, is that we work for you, not the insurers. We won′t confuse you with jargon, but will always explain everything in a way you can understand.
Becoming a client of TMx means you will have a partner working on your behalf with the insurers, at every stage. Our aim is to ensure your insurance needs are always met and exceeded.
As we all know nothing ever stays the same. Your financial situation, or your work and family circumstances can change, so we will check in regularly to ensure your plan is tailored to your current situation.
© 2023 TMx Advice
