About Us
Advicebridge is brought to you by Kurt Owen and Russell Hutchinson with the intention of benefiting both buyers and sellers of life insurance client bases. Our focus is to bridge the gap.
我们提供中文咨询服务, 若有疑问或需要帮助，请联系中文服务团队 (09) 480 2795
For buyers we help you by
For sellers we help you by
Providing regular updates on market conditions
Working with you to establish your acquisition goals and strategy
Learning your purchase criteria, so we don’t waste your time
Connecting you to deals that meet your criteria and help you execute those quickly
Providing up to date information about the market for client bases
Helping you to establish your priorities for your client base sales
Identifying whether this is a client base or going concern transaction
Bringing the right people into the transaction team – including a licensed agent where that is required
Helping you to optimise the preparation of your business for sale
Russell Hutchinson
MBA, GDipMktg
Russell has around 30 years’ experience in financial services, having held general manager and director level positions and has set up online financial services businesses for major international brands, and built bootstrap start-ups in fintech and insurtech.
Since 2000 Russell has run Chatswood Consulting, a successful management consultancy focused on financial services marketing and distribution. He owns the insurance product research company, Quality Product Research Limited, the business that runs Quotemonster. He is a regular writer on the life and health insurance sector.
Chatswood
Through an unparalleled domain knowledge of the marketing challenges for life, health, and living insurance lines of business, Chatswood offers specialist management consulting business for insurers and larger adviser businesses. Services include tailored product development, distribution and channel strategy, and new business development project work. The specific challenges of advised and non-advised distribution of insurance products - and associated compliance - is a speciality. A wide range of industry tracking research and data is offered too.
Kurt Owen
BBS(Accounting)
Kurt is an experienced accountant who works alongside various SMEs throughout New Zealand. Kurt has a broad range of skills, having been involved in extensive tax advisory work (both national and international), insolvency work throughout New Zealand, forecasting for capital raise projects, due diligence assignments, valuations as well as core financial accounting services for SMEs.
Kurt has been involved in valuations of life insurance books and has developed strong industry knowledge working alongside Russell on joint projects.
Kurt is married to Anna and they have two young boys.
