Upmeet Sodhi

Financial Adviser

Upmeet Sodhi

Financial Adviser

Working at

I’m Upmeet Sodhi, a 38-year-old male originally from northern India. When I turned 20, I migrated to Palmerston North, New Zealand. In 2018, I successfully completed my Master of Business Administration degree from Massey University. For the past 11 years, I have been working as an insurance adviser, specializing in risk insurance such as life, trauma, and income protection policies. Additionally, I provide advice on different KiwiSavers. My approach has always been to simplify things and avoid unnecessary complexity and jargon. Insurance can be complicated, but I strive to break it down for my clients, ensuring they fully comprehend their options and can make informed decisions.

Relevant qualifications

  • National Certificate in Financial Services Level 5 – Life & Health Insurance Strands
  • New Zealand Certificate in Financial Services – Investment Strand
  • Masters of Business Administration (Massey University)

Get in touch with Upmeet