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Upfront, informative, and focused on providing insurance advice that's purpose-fit for the specific needs of our clients - personal and business. That’s what you can expect from Custom Financial Solutions.

Meet Scott

Meet Scott McRobie, Director and Financial Adviser

Community has been a key focus for Scott throughout his professional life. On the board of businesses in the early childhood sector and through his involvement with an organisational counselling service, Scott enjoys putting his professional skills and expertise to work for his community, and to help Kiwi businesses succeed.

After completing his Bachelor of Commerce and Administration Majoring in Marketing & Management at Victoria University, Scott worked for a major bank for five years in various roles from retail banking through to Institutional and Business banking, where he developed a keen sense of the importance of quality advice.

In 2015, Scott decided it was time to focus on providing advice through his own business, and started Custom Financial Solutions. Fast forward to today, Scott has spent the past six years focused on helping his clients with their personal and business insurance needs, with a keen eye for getting the balance of self-reliance and insurance cover just right for his clients.

In 2020, Scott undertook his Level 5 qualification for financial advice, and has attained the New Zealand Certificate in Financial Services (Level 5) – Core Strand, Life and Health Strand, and Residential Property Lending Strand.

A few words from our clients

My wife and I have been working with Scott for a few years now, and he advises our family for the insurance policies we have in place. Scott is very knowledgeable in the insurance industry and is always transparent and honest with his communication. Scott always holds the clients interest’s first and foremost which is a great attribute for a Financial Adviser. I recommend his services to anyone looking at their personal or business insurance policies.
PJ
I have been a client with Scott at Custom Financial both personally and through my business for over 15 years. Throughout this time Scott has always exceeded my expectations.I have a number of policies with some being very complex. Scott and his team continue to manage all of these with the highest level of confidence and experience. Nothing is a problem for Scott and I can highly recommend him.
Peter Finlayson
Scott was very professional and helped my wife and I out with all our Life and Income Protection needs. He provided a thorough explanation around all policy options which made it easy to decide what worked best for us.
Joshua and Ashleigh-Rose Branch
Scott was a pleasure to deal with and helped my partner and I make the right decisions when it came to our Insurance. We had a lot of questions but Scott was patient and never put us under pressure . He also helped to explain the benefits of KiwiSaver which we are both using now. Thanks again!
Rob & Sarah
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