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.
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