Lee Reo - Financial Adviser

07/06/2026

This weekend was a reminder that some of the best things in life happen when people come together.

From celebrating Māori excellence at the Ahuwhenua Awards, to recognising the incredible volunteers of the Waipū Fire Brigade, and finishing with a stunning Northland sunrise.

Proud of our people. Proud of our communities. Proud to call Tai Tokerau home. ❤️🌿🔥☀️

18/05/2026

Early start on the road with my little sidekick Max 🐶

Not entirely convinced heading off to work so early was a good life choice… so he tucked himself in and went back to sleep.

Safe to say morale was low until breakfast was mentioned.

30/04/2026

Loved this morning’s networking session 🙌

Hearing from Sharon Gibson from ReSport Charitable Trust was a good reminder that something as simple as unused sports gear can have a huge impact.

What they’ve achieved in just 3 years is seriously impressive, and the vision ahead is even better 💙

This is community in action. Real people, real impact.

Got gear sitting around not being used? It could be someone else’s opportunity to get involved, belong, and play.

02/04/2026

Saw this the other day and it really got me thinking…

How often do we find ourselves just “keeping things going” - calm on the surface, paddling underneath, doing what needs to be done?

From the outside, everything looks fine.
But underneath, it can take a lot just to stay in the same place.

I see this often, and experienced this myself - in life, and in finances too.

We work hard, doing all the right things… but not always moving forward in the way they hoped.

At some point, we have to ask ourselves…

Are we meant to stay here?
Or are we ready for something more?

Maybe the next step isn’t about working harder to stay afloat…
Maybe it’s about stepping back, reassessing, and choosing a new direction.

Growth doesn’t always come from doing more.
Sometimes it starts with the decision to move.

03/12/2025

❓ Many families don’t realise how quickly savings can disappear without income protection. I help create a safety net so unexpected events don’t become financial disasters.
✅ Ready for peace of mind? Let’s chat about your options today.

06/10/2025

Your business is more than a job - it’s your dream, your hard work, and your family’s future.
But if something unexpected happened to you, could it keep running?

💼 Having Business Protection insurance helps keep wages paid, clients and contracts supported, and doors open - even when life takes a turn.

Let’s make sure your business is secure no matter what comes your way.

👉 Message me to chat about cover options that fit your business.

08/01/2024

“Ready to secure a worry-free year? Kickstart 2024 with a personalised review of your risk insurance cover! Reach out today for a resolution that truly protects.🛡️ ”

Life never stands still, and neither should your insurance. Since your last review, have you experienced any of these changes?

▪️Moved to a new home?
▪️Welcomed a new family member?
▪️Started a new business venture?
▪️Made significant lifestyle shifts?

If so, it's time to revisit your insurance policies. We're here to ensure your coverage keeps pace with your life's evolving story.

📧 [email protected]
🌐 https://www.balanceadvisors.co.nz

11/10/2023

👍 Group scheme insurance is a fantastic way to show you genuinely care. Helps build loyalty, retention, and is a great way to reward your team for their efforts.

Group insurance is available to employers who want to provide value added benefits for their employees.
There are a few different insurance cover types available to choose from:
Disability (income protection)
Life
TPD (total and permanent disabilities)
Trauma
Health (private medical)

We always recommend chatting to an advisor about the right insurance for you and your employees and what better way to show you care than taking a group insurance policy - Contact 0800120449 👍

Empower your team with Group Scheme Insurance 🌟

Offering protection for everyone, it's an efficient, cost-effective way to ensure your staff are covered.

Stand out in the hiring game by showing prospective employees you value their well-being by offering comprehensive cover as a perk!

05/11/2022

Have you wanted to get health insurance but worried about pre-existing health conditions so haven't bothered...

Well, check out NIB's latest offer!

And have peace of mind knowing that many of your pre-existing health conditions are covered after 3 years with NIB on any new Ultimate Health or Ultimate Health Max plan.

Speak to me about nib’s exclusive offer today.

(Offer ends 28 February 2023. * T&Cs apply).

07/05/2022

Mum you are the best! Love ya lots 😘