Lori Cai
Financial Advisor

After coming to New Zealand in 2003 and subsequently graduating with a Diploma in Business Management and Hospitality Management, I became a NZ citizen in 2015. My previous work experiences are in the areas of insurance, sales and marketing, customer service, administration and management for over ten years.

 

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I can be a change agent and influence the minds and hearts of my existing clients especially the Chinese community towards building good relationships, establishing quality referral networks, creating new business developments and fostering professional and friendly relationships with private and public institutions. My dream is helping people to be financially independent so that they can have a better life and a brighter future.

As a financial advisor with FUTURISK insurance, I would like to make a solid contribution, focus on customer needs, and provide quality financial advice with high level customer service for our clients. I am fluent in English and Chinese (Mandarin and Cantonese).

pdf Disclosure Statement Lori.pdf (0.17MB)


Contact:
T: 09 281 5649
F: 06 359 1254
M: 021 045 1118
E: lori.cai@futurisk.co.nz
PO Box 5252, Palmerston North 4441

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Fidelity