Who Are We

History

Lewis Limited was established by Iain Smart in January 2000 following 30 years of experience in the insurance industry, with particular expertise in superannuation, employee benefits, and group insurances generally. He was joined by Julie Mackie a few years later. Her accounting and consulting experience was valuable both to the business and the clients. Both Iain and Julie remain part of Lewis Limited; Iain as Director and Julie provides back-up services for accounts.

With the assistance of some wonderful administrators, the company developed into a trusted provider of insurance solutions. And, over time a relationship was developed with Maurice Trapp Group. Working with their team gave us opportunities for sharing business development and technical training. So the decision for Lewis Limited to merge with Maurice Trapp Group in October 2013 was easy. From then, Lewis Limited obtained additional shareholders and most importantly, the advantages of a much larger and younger team to help provide security and top-class service for our clients into the future.

Our New Team

Tim Jones, BCom.  Registered Financial Adviser 99486

Tim has been in the insurance industry since 2007 – and with Maurice Trapp Group since 2009. Following the merger of Lewis Limited and Maurice Trapp Group Tim has taken an increasing leadership role in all aspects of managing Lewis Limited and their clients.

Tim is motivated by delivering superior customer service, with his clients at the heart of everything he does. Tim has a wealth of experience in business and individual risk, and the insurance products to meet those needs. More recently, he has enjoyed discovering the nuances of group insurance products, so he is now able to advise on the most appropriate insurance options for all situations.

Shalini Singh, Adviser

Shalini has direct responsibility for a large number of Lewis limited clients. With a background in Banking, Finance and Real Estate, Shalini brings invaluable experience to her role as an adviser. Shalini’s friendly, professional and transparent approach has proven most effective in establishing a level of confidence and rust with clients from initial contact.

Shalini’s philosophy is that a client is a business partner who works with her to achieve the best possible outcome for the business and its people. With the attributes and quality she possesses Shalini will ensure that clients will enjoy a level of confidence and comfort in dealing with a reliable and trustworthy resource.

Sarah Jones, BBS Marketing & Human Resources

Sarah has over 10 years experience in varied marketing roles in both New Zealand and the United Kingdom, working for brands including Air New Zealand, Pumpkin Patch and Unitec. Sarah joined Tim in the insurance industry in 2014, and is pleasantly surprised how transferable her communication and marketing skills have been. With the addition of administrative and accounting skills, and Sarah’s genuine and helpful nature when dealing with clients, she’s an asset in the day to day operations of the business.

Maurice Trapp Group Team

Maurice Trapp Group (MTG) have a large number of independent Advisers and a highly skilled administration team who provide back-up support when required. The Advisers work with us where they have clients who may benefit from access to Stand-Alone Group schemes or from joining the Lewis Limited Professionals Group Plans.

Visit the Maurice Trapp Group website  or find out more about their Advisers here.

 

Click here for the Primary Disclosure Statement for Tim Jones

Click here for the Primary Disclosure Statement for Shalini Singh