Meet the team

Squirrel is run by an experienced team led by JB. We've been in the New Zealand marketplace 14 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:


Marilize Visser

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

Derek Blank

Insurance Adviser/ Financial Adviser

Aatish Balsara

Residential & Commercial Adviser

Anna Woodward

Mortgage Adviser - Bay of Plenty and Waikato

Investments team

Rhi Koni-Webb

Customer Operations Assistant

Board of Directors

Not sure who to speak to?