Headquarters:
Auckland
Year founded:
2017
Number of employees:
26
Phone:
027 650 9215
Email:
contact@shiftadvisory.co.nz
Website:
shiftadvisory.co.nz
LinkedIn:
linkedin.com/company/shiftadvisory
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi,
Manager - Human Resources
Prue Tyler
Founder and Director
Tamsin Ledger
Chief Operating Officer
Cindy Combrink
Financial Controller
Leadership
Prue Tyler saw the opportunity to deliver high-quality legal and regulatory services in a new way, founding SHIFT in 2017. Her goal is to create a positive, disruptive force in the legal services market and, through modern work practices, offer clients and lawyers more control, flexibility, value and better work and life outcomes.
Tyler has been practising law since being admitted to New Zealand in 2001. She has experience across a wide range of areas, in particular financial services law. She loves connecting clients with SHIFT lawyers and is a passionate advocate for equitable and diverse workplaces in the most authentic way.
Founder and Director
Prue Tyler
Tamsin Ledger is a former UK commercial property lawyer with over two decades of experience in the legal and business sectors, bringing a wealth of knowledge and expertise to her role as COO for SHIFT. She has advised clients ranging from large corporations to small businesses, charities and individual high-net-worth property owners. Seeking a fresh approach to working, Ledger set up her own UK law firm in 2013 and has now pivoted her career from lawyer to COO and is responsible for overseeing SHIFT’s administrative and operational functions, helping the company stay ahead of the curve.
Chief Operating Officer
Tamsin Ledger
Cindy Combrink’s career in business accounts began in 2004, working for several SMEs. She has worked with SHIFT since it was founded in 2017 as a contractor and joined the team permanently in 2021, becoming an integral part of the company. Having provided finance support to SHIFT since its inception, she has a deep working knowledge of the company’s client relationships and provides invaluable input into its financial management. Cindy is drawn to the values at SHIFT, in particular the way people are valued and cared for within the SHIFT community.
Financial Controller
Cindy Combrink
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi,
Manager - Human Resources
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Leadership
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi, Manager - Human Resources
Leadership
Arna Sluzenski
Chief People Officer
Working passionately in the legal industry since 2009 and starting out as a legal assistant before becoming practice manager of a leading firm, Arna Sluzenski understands both the business of law and how to operate successfully within this environment.
Equal parts collaborator and connector, she is motivated by the success of others. Her authentic engagement with people and genuine desire to see others achieve underpin her support of the SHIFT team to deliver to the highest standards in a human way.
Sluzenski is proud to work with SHIFT to challenge and improve the delivery of legal and regulatory services in New Zealand.
Chief People Officer
Arna Sluzenski
Laura Monahan
Director
Laura Monahan, appointed as a director in 2020, leads the firm’s commercial law practice. She has extensive knowledge of commercial matters and expertise in the Māori commercial and governance space. Monahan provides practical and accurate legal advice to help clients meet their business goals. She likes to get behind a client’s business and prides herself on keeping her methods simple. Outside of her legal work, she is on the boards of the Waikato Family Centre Trust, a service for whānau having difficulty with their babies, Angel Casts with Amanda, and the Waikato Diocesan School for Old Girls Association Committee.
Director
Laura Monahan
SHIFT Advisory offers a different way to access top-quality legal support, seconding experienced senior lawyers to in-house legal teams. SHIFT lawyers work with clients and their teams as needed, on a flexible basis and using modern working practices. Our senior lawyers can support the end-to-end execution of a specific project, help fill interim gaps, provide strategic support, or join a project team on a secondment basis.
SHIFT's values are built into our DNA. We empower our lawyers to work in a way that is fulfilling to them, encouraging them to take control of their future, providing freedom to work on their terms. SHIFT aims to create an inclusive and engaged community for our lawyers and clients through regular catch-ups and providing thought leadership with our innovative and unique CPD programmes. Finally, we are problem-solvers: we execute, we implement, and we get the job done.
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Dale Thomas
Director
Amanda Hockley
Director
Chris Bounos
Underwriting Manager – Professional Risks
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Dale Thomas was appointed a director in 2020 and leads the firm’s property practice. He has a broad range of skills across the property, commercial and asset planning areas on projects involving subdivision and development, farm succession, syndication, leasehold issues and iwi property interests. He believes in setting goals and achieving them by working closely with clients as part of a team. He is a member of the Property Law Section of the NZ Law Society.
Director
Dale Thomas
Amanda Hockley was appointed a director of the firm in 2020. She leads the asset planning team, providing practical legal advice to clients and their families in often difficult circumstances. She advises private clients and their various entities on the structuring of their assets and works with other advisors to develop solutions that bring the clients’ desired results. Hockley believes in giving back to the community and has significant knowledge of charitable trusts, including in her role as a trustee of ConneXu, a disability support service, and Angel Casts, which supports whānau through child loss by creating keepsakes for bereaved parents.
Director
Amanda Hockley
Chris Bounos is the professional risks underwriting manager at Pen. He has been with the company since 2016. Bounos has been underwriting PI for 16 years, having worked at Dual, Allianz and Quanta.
The professional risks team specialises in excess loss, professional indemnity and cyber. The PI focus is mostly on the construction and engineering sectors for medium-sized and smaller corporate accounts, as well as lawyers and other miscellaneous professions. The company’s cyber facility has a very broad appetite and can accommodate risks up to $450m in turnover.
The professional risks team prides itself on service, technical knowledge and a solution-driven attitude for their broking partners.
Underwriting Manager – Professional Risks
Chris Bounos
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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Brokers’ Pick – Professional liability
Broker's Pick – Personal Accident and Illness Insurance
Turnaround time – claims
BDM support
Broker communication, training and development
Overall service level
BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
The Rohit Group acknowledges the importance of mental health awareness and supports all its employees and their families by offering a Customized Mental Health Program with regular Mental Health Workshops to all Rohitians. The program covers up to $2,500 per employee for additional psychologists, psychiatrists, mental health specialists, marriage counsellors, and more. The company also collaborates with its psychologist partner to cover the cost of all confidential counselling sessions for staff and their family members.
Under Rohit University, the company introduced customized mental health workshops where every employee can learn about mental health, proactively address mental health issues on personal and professional levels and become more resilient. Over the past two years, the Rohit Group celebrates Mental Health Awareness Week in Canada (May 1-7) by having a townhall to discuss the year’s theme.
With emphasis on living a culture of continuous learning and development, Rohit University is launched by the Human Resources team to address the drive for growth. It offers a variety of different technical and interpersonal courses to address the needs of Rohit’s growing business. Rohit University’s Leadership Development Program is the first program launched in November 2022 in collaboration with University of Alberta’s Executive Education Program. Since launching, Rohit University has provided meaningful learning experiences for 40 people leaders on Emotional Intelligence (learning about self), how to manage others (different personality), financial and strategic management, and being comfortable with discomfort (decision making).
To build on its exceptional employee learning programs, the Rohit Group regularly partners with other organizations to provide Rohitians with a variety of courses on problem solving in home building, construction and condo fundamentals, stress management, and work-life balance to mention few.