Kathleen Schubert

Financial Adviser – Life, Health & Disability Insurance | Group Health Scheme Specialist
Operations & Compliance Manager
Financial Service Provider Registration: FSP1008790

With a health-sector background for over a decade then transitioning into the insurance field, Kathleen specialises in designing and managing group health insurance plans for businesses with five or more staff. She ensures employers and employees understand the value of the significant related benefits by providing clear presentations, and she oversees the full setup and ongoing servicing of each group scheme.

Kathleen also supports individuals seeking private medical (health) insurance, guiding clients from the application stage through to long-term servicing. In addition, she works closely with Rod Schubert on analysis and claims support, collaborating to ensure every client receives comprehensive, well-coordinated advice.

Rod and Kathleen collectively provide advice across:

• Personal Insurance: Life, Trauma, Total and Permanent Disability (TPD), Income Protection, and Medical Insurance
• Business Insurance: Key Person, Business Life, Trauma, and TPD
• ACC: Tailored ACC advice that integrates seamlessly with private insurance plans
• KiwiSaver: Referred to our in-house KiwiSaver qualified investment adviser, Jet Douglas

Beyond her advisory responsibilities, Kathleen supports RSFA’s broader operations through compliance oversight and recruitment, contributing to the advisory’s commitment to delivering holistic, client-centred care.

Background:

• Born in Wisconsin, USA; lived in New Zealand for 18 years, now residing in Papamoa Beach with husband Rod Schubert, Director of RSFA, and two dogs, Jinxy and Willow.
• Magna Cum Laude graduate in Anthropology from San Diego State University.
• Doctorate in Integrative Medicine (Summa Cum Laude) was gained from the University of Natural Medicine; studied both conventional and complementary medicine.*
• Interned with Dr. Bernard Willis, MD, from the University of Leeds
• Directed a virtual health practice for over a decade, now entrusted to Chantel Ryan of Real Functional Health; continues to mentor Chantel.
• Featured as a guest natural health expert on New Zealand national radio and a presenter for ASB Bank and other corporate entities.

It is no wonder Kathleen has hit the ground running with her background. She has racked up a few experiences that cross-pollinate, enhancing RSFA’s offering to clients and providing a valuable advantage for clients. The better we can work with the insurer on your behalf, the better the outcome.

Did you know? Kathleen was diagnosed with autism in midlife. She advocates for gender equity in diagnosis and is the author of ‘U Don’t Seem Autistic’ (available on Amazon only). She is also known for her photographic memory, attention to detail, and ability to simplify technical information. This is said to especially help with debates with Rod during and outside of work hours!

*Kathleen has a doctorate as above and has been known as Dr Kathleen for several years. She is not a registered medical doctor/GP in New Zealand and recommends clients maintain relationships with medical professionals for diagnoses and treatment.