Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
After joining NZHL in 2016, Sally Copeland became a business owner in 2017. She previously worked in the insurance industry, specialising in bloodstock and rural insurance while also building a property portfolio of residential investments and utilising strategies such as renovations, new builds and subdivisions. She expanded her knowledge and skillset by attending a range of courses and joining the Property Investors’ Association.
In 2022, Copeland became the president of the Rotorua Property Investors’ Association, a role that she thoroughly enjoys. She has completed the Certificate in Financial Services (Level 5) in residential property lending, as well as general insurance, investment plus life, disability and health insurance.
Joining NZHL was one of Copeland’s best decisions, as she is passionate about helping people achieve their financial goals. The NZHL framework of support, software tools and quality advice enables clients to feel in control of their finances, which flows into increased overall wellbeing. For Copeland, being part of an organisation that recognises success by the number of clients getting debt-free is something unique and inspirational.
Outside of work, she enjoys riding her horses, walking her dogs Skye and Fern, and travelling back to England to see friends and family.
1109 Fenton Street
0800566577
sally.copeland@nzhl.co.nz
linkedin.com/in/sally-copeland-10a864128
nzhl.co.nz/find-us/rotorua
Sally Copeland
Business Owner
NZHL
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2016
2017
2022
2023
2019–present
Joined NZHL as a consultant
2016
Business Owner of NZHL Rotorua
2017
NZHL Supreme Champion and Passionately Kiwi Awards
2022
Business Owner of NZHL Papamoa
2023
Founder and Consultant at Transmit Safety
2019–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones