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About us - Your Employee Services

We are an excellent provider for your business because we know:

  • You value your people as your company’s most valuable asset.
  • You understand people do business with people. Your people.
  • You need to support your people so that they can focus on servicing your customers.
  • You have a responsibility to your shareholders to ensure your people are the best people.
  • You know that to retain and motivate your people you need to provide meaningful workplace benefits.
  • You like the concept of putting some time and resources into becoming an excellent workplace provider for your people.
  • You would like a specialist service to deliver appropriate advice for your people.
  • You want flexibility in employee benefits and for your people to have their personal needs met.
  • You insist on easy to use technology being fully utilised to make it easy for your people.

If this sounds like you, you are in the right place. YES.

 

Our People: Delivering Your Employee Services
 

James (Jim) Sheridan

- BA (Hons) Economics, 
- SHARE

- Authorised Financial Adviser 
- YES Founder and CEO

 

 

James is a husband, father, footballer and financial adviser.


Having spent his working life in a diverse range of financial businesses, James has extensive knowledge and proven skills in delivering quality planning services and tailoring solutions to protect and improve your most important assets.


James has worked in the trading rooms of both the bond markets and foreign exchange markets. He spent eight years working for Reuters in the UK as a financial markets specialist. Most recently James has invested in the next generation as an industry specialist tutor at the Bay of Plenty Polytechnic and Waikato University Business School.


James is an Authorised Financial Adviser, a member of the Professional Advisers Association and delivers comprehensive insurance, mortgages and investment advisory services.

 

A Disclosure Statement is a available free of charge upon request.

   

Cathy Drew

- SHARE 

- Registered Financial Adviser

- Practice Manager

 

 

 

Cathy is a wife, a mum and a financial adviser.

 

She immigrated from South Africa 5 years ago. In South Africa she had 12 years in the Employee Benefits Industry focusing on Life Insurance, Pension Funds and Investments.

 

Once settled in New Zealand, Cathy rejoined the financial sector and had remained there since. 

 

A Disclosure Statement is available free of charge upon request.

 

 

 

Our promise: Best Employee Services

 We promise you that YES will

  • provide your employees with 'best of breed' products and services.
  • deliver employees benefits in the most frictionless way possible.
  • remain in front of trends and Best Practise in all products and services we offer.
  • maintain communications with all stakeholders.
  • make all administration processes as simple as possible.
  • transact with your people at an individual level.
  • support multiple products and multiple underwriters.
  • be flexibile allowing for multiple product and service designs.
  • provide the best pricing based on your business’ bulk-buy advantage.
     

Our purpose: Help you manage Your Workplace benefits

Managing workplace benefits

 

YES dedicates our time, internal and external resources, and people to improving the personal and financial wellbeing of your employees. We are here to make sure that people, vital to the success of your business, are provided with the benefits that suit them best, at the best price possible and delivered in the best way.

 

Our partners: Delivering Best Employee Services

YES. We partner with the ‘best of breed’ specialists to provide you with integrated employee workplace benefits.

 

SHARE is one of New Zealand's largest networks of highly qualified and experienced insurance advisers, financial planners and mortgage brokers. Each SHARE adviser has years of experience resulting in levels of knowledge unparalleled in the marketplace.


SHARE advisers are available across the country and can be trusted to build long-term relationships with your people and their families.


SHARE advisers provide specialist advice in the following fields:

  • Insurance: Life insurance, income protection, health insurance, business insurance.
  • Investments: Retirement planning, investment planning, KiwiSaver.
  • Mortgages: Mortgage advice, home loans, mortgage protection.

YES. We trust SHARE to provide your employees individual recommendations that will deliver protection now and advice about providing for their futures.

 

Call today to book a time that fits with your schedule to discuss your organisation’s needs or email for more information: contactus@YourEmployeeServices.com