Our team



Our IronOak Team



We deliver the outcomes, certainty and support you’ll need at claim time.


Daniel Smithwood - Managing Director & Financial Adviser

Daniel began his life insurance career in 2005 and is still passionate about it 16 years later. He works closely with first-home buyers, self-employed professionals and small business owners. Daniel is committed to ensuring his clients’ needs are met with appropriate, transparent and affordable risk management solutions. He believes in building long-term relationships with his clients to ensure he delivers on promises made. Daniel has 3 active sons (12, 9 and 7) and is usually either planning a tramp/Great Walk/mountain summit with them or recovering from one.


Daniel Wu - Financial Adviser

Daniel worked as a chef for five years before starting his journey as a financial adviser in 2020. He draws from his hospitality values of service and accuracy, ensuring that his clients are provided with insurance advice that is easy to understand and solutions that are affordable and transparent. Daniel believes in building long-term relationships with his clients, offering support and guidance throughout their lives. Outside of the office, Daniel can be found fishing, riding his motorbike or whipping up something tasty for his fiancée Cassie.

Richard Bright - Financial Adviser

John Bradley - Financial Adviser


Kate - Executive Assistant

A West Auckland local, Kate has an eye for detail, a passion for working with people and a drive for efficiency. She has many years of administrative experience in insurance and has quickly become an invaluable asset in the office.


At claim time, we are right there advocating for our clients, helping them get the best possible outcome with our experience, empathy and expertise.

We seek to empower and guide our clients through the process of creating a strong foundation of appropriate insurance, while allowing for the adjustment and growth that come with changing family needs, careers and businesses. We recommend and endorse strategies that can easily be adapted and updated as required.

Book an appointment

 

IronOak Financial Services are West Auckland based, with clients New Zealand wide.

Our small but dedicated team of advisors and support staff bring experience, passion and impartiality to insurance advice. We draw from our expertise in the areas of personal and business insurances to advise and support our clients to make well-informed decisions.

Call Daniel Smithwood -  0225 305 034



Do you have an insurance question? 

 

Case study: Medical Insurance   

Cameron took out a policy a few years ago. It was with a good company and the benefits and amounts were reasonably appropriate to his situation. However, when it came time for Cameron to make a fairly minor medical claim some three years ago, his broker told him the procedure sounded “cosmetic” and didn’t find out more or lodge a claim.

When Cameron was introduced to Daniel by his mortgage broker, Daniel took the time to find out everything about Cameron’s situation, including the “cosmetic” procedure which was actually the removal of a cancerous skin lesion. Within two weeks, Cameron had a retrospective claim accepted and paid into his account (to the tune of some $4,000) plus had his benefits adjusted to better suit his needs. Cameron now meets with Daniel on an annual basis to ensure his benefits stay relevant and that any potential claim events are dealt with quickly and thoroughly.

For an insurance broker that advocates for you, contact us today.