Lee Anne Reo – Support Administrator & Financial Advisor

I started with ISN in 2011 as a client service manager and para-planner. One of the most important lessons I’ve learned over the years is understanding the needs of our clients and recognizing that everyone’s economic and life situation is unique. 

I understand that our clients are the most important part of ISN and that personalised service is essential when matching clients with financial products and services. Whether your current goals involve purchasing a first home, financing a child’s education, or planning for retirement, we want to help you make the best decision with your money.

In 2016 I expanded my services to include risk insurance (i.e., life, health, trauma, income protection etc…), and in 2019 launched my own business “Getting The Balance Right Ltd” trading as Balance Advisors. When I’m not working, I like to spend time with family and friends and my children keep me busy and entertained with their activities. 

If you ever have any questions about your existing insurance cover or about specific financial products, contact me to review your needs and address any questions you may have, working together, we will create a realestic strategy to meet your financial goals.

Lee Anne Reo (FSP684051)   |   Financial Advisor   |   lee@isnorthland.co.nz   |   022 393 7887