futuresecure.nz
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape”
Vivianne Gauci,
HomeEquity Bank
Read on
Award Winner
FUTURE SECURE FINANCIAL SERVICES
Juan “Jigs” Fonseca
Insurance Specialist
Levi Parinas
Mortgage Administrator & Compliance Officer
Eneritz Clarice Parinas
Directress and Financial Adviser
Leadership
Headquarters:
NTT Tower, Level 16, 157 Lambton Quay, Wellington Central, Wellington
Year founded:
2017
Number of employees:
9
Phone:
04-4605211
Email:
contactus@futuresecure.nz
Website:
LinkedIn:
linkedin.com/in/daniel-kuo-1566a72a
SPECIAL REPORT
Home
Bio
Eneritz Clarice Parinas was born and raised in the Philippines. She graduated with a bachelor’s degree in management and spent more than 12 years in the sales and marketing industry in the Philippines.
Parinas came to New Zealand in 2012 to study at NZIM and was able to finish a New Zealand diploma in applied management. She started as a financial adviser in the same year and worked for a well-known financial firm in Wellington, where she stayed for five years.
In 2017, Parinas decided to start her own company, Future Secure Financial Services. From the company’s humble beginnings in 2017, she is happy and proud to say that Future Secure Financial now has more than 900 clients all over New Zealand.
Directress and Financial Adviser
Eneritz Clarice Parinas
Michael Holbrook became the director of SURA Construction in 2018 after joining as a senior underwriter in 2015. A qualified mechanical engineer, Holbrook has over 20 years’ experience in construction insurance, having previously worked at Lumley Insurance as a regional specialty lines manager – engineering and marine. His technical capability and pragmatic underwriting are highly regarded throughout the insurance industry, a reputation he seeks to replicate in his home-grown shiraz.
Director – SURA Construction and Engineering
Michael Holbrook
Marcus Kadir joined Brooklyn Underwriting in 2021 as the systems and projects manager, coming from a consulting and contracting background. He has extensive experience working on projects throughout the insurance industry and beyond, completing stints with Allianz, JLT, Police Bank and within Capgemini’s Digital Consulting practise for both iCare and McDonald’s.
Kadir brings a pragmatic approach to the Brooklyn Leadership team and is focused on driving Brooklyn into their next phase of growth through the introduction of digital technologies and operational efficiencies.
Kadir holds a master’s degree in business law from the University of Sydney and a bachelor’s degree in business from the University of Technology, Sydney.
Systems and Project Manager
Marcus Kadir
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Glen De Manuel
Mortgage Adviser
Maya Lazarus is a qualified solicitor with over 15 years’ experience within the insurance industry. Lazarus joined AXA XL in March 2016 as a senior financial lines claims specialist for IFL and was appointed Brooklyn underwriting claims manager in April 2020. Lazarus started her career as an underwriter for World Insurance Network and then worked for a number of international brokers specialising in financial lines. She then moved across to claims and worked for QBE and DUAL Australia as a financial lines senior claims specialist and as the national claims manager for Invivo, a medical indemnity insurer. During her time as a claims specialist IFL for AXA XL, she focused on financial planning and construction claims.
Her passion for SME claims and her service-focused approach have drawn her to Brooklyn Underwriting, where she has been making claims the “face of Brooklyn” and where she enhances the unique Brooklyn claims experience and adds value to brokers.
Brooklyn Claims Manager
Maya Lazarus
Katherine Almencion
Insurance Specialist
Jamie Schibuk serves as executive vice president of professional liability and cyber for Arch Insurance. In 2009, Schibuk joined Arch Insurance North America as an underwriting manager in executive assurance. Prior to joining Arch Insurance, Schibuk spent four years working for The Hartford in the financial services department within the Hartford Financial Products unit. Schibuk has a master’s degree in risk management from St. John’s University in Queens, New York, and a bachelor’s degree in economics and mathematics from Hamilton College in Clinton, New York. He has also earned the chartered property casualty underwriter and registered professional liability underwriter designations.
Executive Vice President, Professional Liability and Cyber
Jamie Schibuk
Maria “MJ” De Manuel
Insurance Specialist
Miko Manlalo
Insurance and Mortgage Admin Support
Jilliane Fonseca
Client and Sales Administrator
Micah Ponto
Senior Vice President, Executive Assurance, Financial Services
Hela Trerotola is a senior vice president at Arch Insurance, where she oversees the growth and middle market team. She has almost 20 years of technical, management and sales experience, specializing in directors and officers, employment practices, fiduciary, fidelity, kidnap and ransom and cyber liability insurance. Trerotola joined Arch Insurance in 2009 and previously held various roles at Hartford Financial Products. She holds a BA in mathematical economics from Colgate University and an MBA from NYU
Senior Vice President, Executive Assurance, Growth and Middle Market
Hela Trerotola
Stephen Swartley is the chief underwriting officer and senior vice president of executive assurance at Arch Insurance. He has over 20 years of experience in management liability and product line expertise in directors and officers liability, employment practices liability, fiduciary liability, fidelity, kidnap and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he served in a variety of underwriting and managerial positions in management liability at The Hartford and as an underwriter at Reliance National. Swartley holds a bachelor’s degree in business administration from the University of Pittsburgh.
Chief Underwriting Officer and Senior Vice President, Executive Assurance
Stephen Swartley
Chris Christon is a senior vice president at Arch Insurance where he oversees the large commercial group and transactional risk portfolio nationally. Christon has nearly 20 years of experience specializing in directors and officers, employment practices and fiduciary liability. Prior to joining Arch in 2009, Christon held various roles at Hartford Financial Products. He has a BA in English from Emory University and a JD from Brooklyn Law School.
Senior Vice President, Executive Assurance, Large Commercial Group
Chris Christon
Micah Ponto serves as senior vice president, head of financial services for Arch Insurance, a position he’s held since 2021. He joined Arch Insurance as an assistant vice president in the large commercial department in 2009. His prior roles at Arch Insurance included senior vice president, national manager of the large commercial department, regional vice president – central region, head of employment practices liability and head of the real estate investment trust group. Ponto previously worked at The Hartford in their financial products division, where he focused on management liability risk in both financial institutions and large commercial D&O. He has a bachelor’s degree in finance, investments and banking from the University of Wisconsin–Madison.
Senior Vice President, Executive Assurance, Financial Services
Micah Ponto
LinkedIn:
linkedin.com/in/daniel-kuo-1566a72a
Website:
futuresecure.nz
Email:
contactus@futuresecure.nz
Phone:
04-4605211
Number of employees:
9
Year founded:
2017
Headquarters:
NTT Tower, Level 16, 157 Lambton Quay, Wellington Central, Wellington
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape”
Vivianne Gauci,
HomeEquity Bank
Through their holistic financial advice, Future Secure Financial Services NZ Ltd assists clients throughout New Zealand in selecting the best home loan, insurance and KiwiSaver solutions by aligning those services with their clients’ short-, medium-, and long-term goals.
Future Secure was launched in May 2017 by Clarice Parinas. She advises on mortgages, insurance and KiwiSaver. Aside from her, the company now has five financial advisers and four administrative support staff. Its customer base has now surpassed 1000, owing primarily to satisfied customers who recommend the company to their friends and via word of mouth. Relationships with clients are one of Future Secure Financial Services NZ Ltd’s top priorities.
To provide the best financial advice, it is essential to understand the client’s goals, aspirations, and needs. Whether it’s buying a new home, investing in an investment property, arranging insurance or understanding KiwiSaver, their advisors assist their clients throughout the entire process.
Their commitment to growth is based on integrity, commitment, simplicity, consistency, efficiency and high standards of customer service.
Brigid Rauwhero
Claims Manager
Miko Manlalo
Insurance and Mortgage Admin Support
Jilliane Fonseca
Client and Sales Administrator
Maria “MJ” De Manuel
Insurance Specialist
Juan “Jigs” Fonseca
Insurance Specialist
Katherine Almencion
Insurance Specialist
Glen De Manuel
Mortgage Adviser
Levi Parinas
Mortgage Administrator & Compliance Officer
Eneritz Clarice Parinas
Directress and Financial Adviser
Leadership
Micah Ponto serves as senior vice president, head of financial services for Arch Insurance, a position he’s held since 2021. He joined Arch Insurance as an assistant vice president in the large commercial department in 2009. His prior roles at Arch Insurance included senior vice president, national manager of the large commercial department, regional vice president – central region, head of employment practices liability and head of the real estate investment trust group. Ponto previously worked at The Hartford in their financial products division, where he focused on management liability risk in both financial institutions and large commercial D&O. He has a bachelor’s degree in finance, investments and banking from the University of Wisconsin–Madison.
Senior Vice President, Executive Assurance, Financial Services
Micah Ponto
Chris Christon is a senior vice president at Arch Insurance where he oversees the large commercial group and transactional risk portfolio nationally. Christon has nearly 20 years of experience specializing in directors and officers, employment practices and fiduciary liability. Prior to joining Arch in 2009, Christon held various roles at Hartford Financial Products. He has a BA in English from Emory University and a JD from Brooklyn Law School.
Senior Vice President, Executive Assurance, Large Commercial Group
Chris Christon
Stephen Swartley is the chief underwriting officer and senior vice president of executive assurance at Arch Insurance. He has over 20 years of experience in management liability and product line expertise in directors and officers liability, employment practices liability, fiduciary liability, fidelity, kidnap and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he served in a variety of underwriting and managerial positions in management liability at The Hartford and as an underwriter at Reliance National. Swartley holds a bachelor’s degree in business administration from the University of Pittsburgh.
Chief Underwriting Officer and Senior Vice President, Executive Assurance
Stephen Swartley
Hela Trerotola is a senior vice president at Arch Insurance, where she oversees the growth and middle market team. She has almost 20 years of technical, management and sales experience, specializing in directors and officers, employment practices, fiduciary, fidelity, kidnap and ransom and cyber liability insurance. Trerotola joined Arch Insurance in 2009 and previously held various roles at Hartford Financial Products. She holds a BA in mathematical economics from Colgate University and an MBA from NYU.
Senior Vice President, Executive Assurance, Growth and Middle Market
Hela Trerotola
Jamie Schibuk serves as executive vice president of professional liability and cyber for Arch Insurance. In 2009, Schibuk joined Arch Insurance North America as an underwriting manager in executive assurance. Prior to joining Arch Insurance, Schibuk spent four years working for The Hartford in the financial services department within the Hartford Financial Products unit. Schibuk has a master’s degree in risk management from St. John’s University in Queens, New York, and a bachelor’s degree in economics and mathematics from Hamilton College in Clinton, New York. He has also earned the chartered property casualty underwriter and registered professional liability underwriter designations.
Executive Vice President, Professional Liability and Cyber
Jamie Schibuk
Marcus Kadir joined Brooklyn Underwriting in 2021 as the systems and projects manager, coming from a consulting and contracting background. He has extensive experience working on projects throughout the insurance industry and beyond, completing stints with Allianz, JLT, Police Bank and within Capgemini’s Digital Consulting practise for both iCare and McDonald’s.
Kadir brings a pragmatic approach to the Brooklyn Leadership team and is focused on driving Brooklyn into their next phase of growth through the introduction of digital technologies and operational efficiencies.
Kadir holds a master’s degree in business law from the University of Sydney and a bachelor’s degree in business from the University of Technology, Sydney.
Systems and Project Manager
Marcus Kadir
Maya Lazarus is a qualified solicitor with over 15 years’ experience within the insurance industry. Lazarus joined AXA XL in March 2016 as a senior financial lines claims specialist for IFL and was appointed Brooklyn underwriting claims manager in April 2020. Lazarus started her career as an underwriter for World Insurance Network and then worked for a number of international brokers specialising in financial lines. She then moved across to claims and worked for QBE and DUAL Australia as a financial lines senior claims specialist and as the national claims manager for Invivo, a medical indemnity insurer. During her time as a claims specialist IFL for AXA XL, she focused on financial planning and construction claims.
Her passion for SME claims and her service-focused approach have drawn her to Brooklyn Underwriting, where she has been making claims the “face of Brooklyn” and where she enhances the unique Brooklyn claims experience and adds value to brokers.
Brooklyn Claims Manager
Maya Lazarus
Michael Holbrook became the director of SURA Construction in 2018 after joining as a senior underwriter in 2015. A qualified mechanical engineer, Holbrook has over 20 years’ experience in construction insurance, having previously worked at Lumley Insurance as a regional specialty lines manager – engineering and marine. His technical capability and pragmatic underwriting are highly regarded throughout the insurance industry, a reputation he seeks to replicate in his home-grown shiraz.
Director – SURA Construction and Engineering
Michael Holbrook
Eneritz Clarice Parinas was born and raised in the Philippines. She graduated with a bachelor’s degree in management and spent more than 12 years in the sales and marketing industry in the Philippines.
Parinas came to New Zealand in 2012 to study at NZIM and was able to finish a New Zealand diploma in applied management. She started as a financial adviser in the same year and worked for a well-known financial firm in Wellington, where she stayed for five years.
In 2017, Parinas decided to start her own company, Future Secure Financial Services. From the company’s humble beginnings in 2017, she is happy and proud to say that Future Secure Financial now has more than 900 clients all over New Zealand.
Directress and Financial Adviser
Eneritz Clarice Parinas
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
FUTURE SECURE FINANCIAL SERVICES NZ LTD
SPECIAL REPORT
Home
Bio
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape"
Vivianne Gauci,
HomeEquity Bank
As an award-winning mortgage brokerage company with time-tested results, XIN Mortgage strives to be on top of the game. The company offers independent advice, develops personalised and customised solutions, and ensures that customers receive a lifetime customer service experience backed by customer reviews.
To leave no stone unturned, XIN Mortgage employs its in-house CRM X-Online, which focuses on transparent reporting and analytics system between the company and brokers to develop a healthy and pleasant competitive atmosphere.
Unlike traditional systems, XIN Mortgage’s platforms provide transparency and confidence by enabling brokers to have a complete overview of their customer portfolio at any moment, including property details, home loan details, application histories, home loan health check reminders, annual rate review tasks, leads management functions, and much more. A key breakthrough feature is to introduce new brokers to intensive and careful mentoring to work towards success, using the client service team to assist brokers and marketing teams to build their personal brands and drive high levels of customer satisfaction.
As a leading company, XIN Mortgage offers ongoing professional training and case study to its whole team, which helps the brokers develop highly effective solutions and guarantees the best interest of customers.
Micah Ponto
Senior Vice President, Executive Assurance, Financial Services
Miko Manlalo
Insurance and Mortgage Admin Support
Jilliane Fonseca
Client and Sales Administrator
Maria “MJ” De Manuel
Insurance Specialist
Juan “Jigs” Fonseca
Insurance Specialist
Katherine Almencion
Insurance Specialist
Glen De Manuel
Mortgage Adviser
Levi Parinas
Mortgage Administrator
& Compliance Officer
Eneritz Clarice Parinas
Directress and Financial Adviser
Leadership
LinkedIn:
linkedin.com/in/daniel-kuo-1566a72a
Website:
futuresecure.nz
Email:
contactus@futuresecure.nz
Phone:
04-4605211
Number of employees:
9
Year founded:
2017
Headquarters:
NTT Tower, Level 16, 157 Lambton Quay, Wellington Central, Wellington
Read on
FUTURE SECURE FINANCIAL SERVICES
Award Winner
Micah Ponto serves as senior vice president, head of financial services for Arch Insurance, a position he’s held since 2021. He joined Arch Insurance as an assistant vice president in the large commercial department in 2009. His prior roles at Arch Insurance included senior vice president, national manager of the large commercial department, regional vice president – central region, head of employment practices liability and head of the real estate investment trust group. Ponto previously worked at The Hartford in their financial products division, where he focused on management liability risk in both financial institutions and large commercial D&O. He has a bachelor’s degree in finance, investments and banking from the University of Wisconsin–Madison.
Senior Vice President, Executive Assurance, Financial Services
Micah Ponto
Chris Christon is a senior vice president at Arch Insurance where he oversees the large commercial group and transactional risk portfolio nationally. Christon has nearly 20 years of experience specializing in directors and officers, employment practices and fiduciary liability. Prior to joining Arch in 2009, Christon held various roles at Hartford Financial Products. He has a BA in English from Emory University and a JD from Brooklyn Law School.
Senior Vice President, Executive Assurance, Large Commercial Group
Chris Christon
Stephen Swartley is the chief underwriting officer and senior vice president of executive assurance at Arch Insurance. He has over 20 years of experience in management liability and product line expertise in directors and officers liability, employment practices liability, fiduciary liability, fidelity, kidnap and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he served in a variety of underwriting and managerial positions in management liability at The Hartford and as an underwriter at Reliance National. Swartley holds a bachelor’s degree in business administration from the University of Pittsburgh.
Chief Underwriting Officer and Senior Vice President, Executive Assurance
Stephen Swartley
Hela Trerotola is a senior vice president at Arch Insurance, where she oversees the growth and middle market team. She has almost 20 years of technical, management and sales experience, specializing in directors and officers, employment practices, fiduciary, fidelity, kidnap and ransom and cyber liability insurance. Trerotola joined Arch Insurance in 2009 and previously held various roles at Hartford Financial Products. She holds a BA in mathematical economics from Colgate University and an MBA from NYU.
Senior Vice President, Executive Assurance, Growth and Middle Market
Hela Trerotola
Jamie Schibuk serves as executive vice president of professional liability and cyber for Arch Insurance. In 2009, Schibuk joined Arch Insurance North America as an underwriting manager in executive assurance. Prior to joining Arch Insurance, Schibuk spent four years working for The Hartford in the financial services department within the Hartford Financial Products unit. Schibuk has a master’s degree in risk management from St. John’s University in Queens, New York, and a bachelor’s degree in economics and mathematics from Hamilton College in Clinton, New York. He has also earned the chartered property casualty underwriter and registered professional liability underwriter designations.
Executive Vice President, Professional Liability and Cyber
Jamie Schibuk
Marcus Kadir joined Brooklyn Underwriting in 2021 as the systems and projects manager, coming from a consulting and contracting background. He has extensive experience working on projects throughout the insurance industry and beyond, completing stints with Allianz, JLT, Police Bank and within Capgemini’s Digital Consulting practise for both iCare and McDonald’s.
Kadir brings a pragmatic approach to the Brooklyn Leadership team and is focused on driving Brooklyn into their next phase of growth through the introduction of digital technologies and operational efficiencies.
Kadir holds a master’s degree in business law from the University of Sydney and a bachelor’s degree in business from the University of Technology, Sydney.
Systems and Project Manager
Marcus Kadir
Maya Lazarus is a qualified solicitor with over 15 years’ experience within the insurance industry. Lazarus joined AXA XL in March 2016 as a senior financial lines claims specialist for IFL and was appointed Brooklyn underwriting claims manager in April 2020. Lazarus started her career as an underwriter for World Insurance Network and then worked for a number of international brokers specialising in financial lines. She then moved across to claims and worked for QBE and DUAL Australia as a financial lines senior claims specialist and as the national claims manager for Invivo, a medical indemnity insurer. During her time as a claims specialist IFL for AXA XL, she focused on financial planning and construction claims.
Her passion for SME claims and her service-focused approach have drawn her to Brooklyn Underwriting, where she has been making claims the “face of Brooklyn” and where she enhances the unique Brooklyn claims experience and adds value to brokers.
Brooklyn Claims Manager
Maya Lazarus
Michael Holbrook became the director of SURA Construction in 2018 after joining as a senior underwriter in 2015. A qualified mechanical engineer, Holbrook has over 20 years’ experience in construction insurance, having previously worked at Lumley Insurance as a regional specialty lines manager – engineering and marine. His technical capability and pragmatic underwriting are highly regarded throughout the insurance industry, a reputation he seeks to replicate in his home-grown shiraz.
Director – SURA Construction and Engineering
Michael Holbrook
Eneritz Clarice Parinas was born and raised in the Philippines. She graduated with a bachelor’s degree in management and spent more than 12 years in the sales and marketing industry in the Philippines.
Parinas came to New Zealand in 2012 to study at NZIM and was able to finish a New Zealand diploma in applied management. She started as a financial adviser in the same year and worked for a well-known financial firm in Wellington, where she stayed for five years.
In 2017, Parinas decided to start her own company, Future Secure Financial Services. From the company’s humble beginnings in 2017, she is happy and proud to say that Future Secure Financial now has more than 900 clients all over New Zealand.
Directress and Financial Adviser
Eneritz Clarice Parinas
SPECIAL REPORT
Home
Bio
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
Management Liability
Arch Insurance’s professional underwriting team specializes in providing management liability insurance to a broad range of industries.
Cyber
Arch Insurance’s experienced underwriting team takes a forward-looking approach to writing network security, privacy and media liability.
Professional Liability
Arch Insurance’s professional liability team is positioned to offer liability insurance solutions for lawyers, architects and engineers; design-build professionals, contractors and consultants; franchisors, insurance agents and brokers; real estate agents and brokers; property managers; registered investment advisors; travel agents and tour operators; and a host of other miscellaneous professional classes.
Medals
Overall service level
Construction
Product innovation
Product range
Turnaround time – claims
BDM support
Broker communication, training and development
BDM support
BDM support
Medals
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Product innovation
Product range
Construction
Medals
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Product innovation
Product range
Construction