Don’t let fate decide your financial well-being
Her list of achievements and awards are impressive, but what is
even more impressive about Auckland woman, Juliet Pratt is her passion
for helping people.
Juliet started her career in finance, working
in banking, and can still remember her first few times helping people
open accounts.
“I found the challenge of identifying what people needed very
satisfying,” says Juliet.
After 20 years’ involvement in banking, Juliet wanted to branch
out and work for herself, continuing to build on her desire to help
people with their financial independence.
Three years ago, she started her own business at home and last year
expanded to new offices in Ponsonby.
She specialises in insurance, investment and superannuation advice
and is an independent AXA adviser.
Within the AXA NZ organisation she was Mentored Adviser of the Year
for 2001, became a New Business Master in 2003 and won the Customer
Service Award the same year. In 2004, she was ranked the organisation’s
top woman risk writer.
In 2005 she became a “Court” of the Million Dollar Round
Table, which places her in the top one per cent of financial and
insurance advisers in the world.
“I help clients with their lifestyle security,” says
Juliet. “My job is to create a risk-management profile that
meets their needs. No two clients’ needs are identical and
their financial situation is unique, just like their DNA.
“I have a special interest in women’s needs for insurance
cover in time of
illness, injury or trauma.
According to statistics, Juliet says, 275,000 New Zealanders suffer
some form of disability every year, of which 70 per cent is caused
by illness and not covered by ACC.
Critical illness or trauma insurance is an aspect of Juliet’s
work she sees as increasingly important. The purpose is to alleviate
the financial problems caused by serious illness.
It is a supplementary insurance policy to help cover expenses associated
with critical illness, regardless of what present insurance might
be in place, whether it is life, health or income protection cover.
The lump sum can be used for whatever you wish, so you can focus
on recovery instead of financial worries.
“What makes dealing with me a good idea is that I am not letting
fate decide your financial wellbeing,” says Juliet.
HISTORY AND AWARDS
- 2000 Aligned Adviser
- 2001 AXA Mentored Adviser of the Year Award
- 2003 AXA Customer Service of the Year Award
- 2003 AXA New Business Master Status
- 2004 AXA Best Producer with Adviser ranking 3rd
- AXA Top Woman Risk Writer
- 2004 AXA Diamond Status League of Honour
- 2004-2008 Qualifying Member of the Million Dollar Round
Table
- 2004-2009 AXA Gold Status League of Honour
- 2005 ‘Court’ of the Million Dollar Round Table
- 2005-2008 Member National Speakers Association
- 2007 Short-listed to speak at MDRT, Toronto 2008
- 2008 Short-listed to speak main platform, MDRT, Indiana 2009
- 2009 Conference Speaker 'The 6th World Critical Illness
Insurance Conference' Montreal Canada
- 2009
Submission Speaker-Amalgam Toxicity Parliament Wellington
Woman's Day magazine, 2005
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