Meet the team

Squirrel is run by an experienced team led by JB. We've been in the New Zealand marketplace 12 years, so we’re no spring chickens. 

We’ve always been passionate about helping kiwis make smart money choices and with our knowledge, technology and vision for doing things a new and better way, we’re able to help you get on with the important things in life.

Squirrel office exterior

Experts in helping you make smart money choices

We love what we do and it’s a relaxed vibe in the Squirrel offices. No ties (unless that’s your thing) and plenty of jandals - but don't be fooled. Our advisers are experts in their field and are entirely focused on what they do best which is help you make the right choices with your money. Our advisers are also members of Financial Advice NZ.

Let's get acquainted:


Paul Davey

Mortgage Adviser & BDM Waikato and BoP

Marilize Visser

Mortgage Adviser/BDM (on maternity leave until August 2022)

Derek Blank

Insurance Adviser/ Financial Adviser

Aatish Balsara

Residential & Commercial Adviser

Investments team

Board of Directors

Not sure who to speak to?