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About us
STARTING WITH THE END IN MIND...
As a Financial Advice Provider we focus on Personal Risk & Health Insurance solutions. Working closely with our clients, establish the right plan for your individual needs, age and stage of life.
Good advice leading to setting up the “right kind” of insurance plan is key and makes all the difference when the time comes that you or the people you care about need it.
Good advice leading to setting up the “right kind” of insurance plan is key and makes all the difference when the time comes that you or the people you care about need it.
WHY WORK WITH A FINANCIAL ADVISER?
Personal risk and health insurance are complex products with many variations to suit a wide variety of needs and circumstances.
Like many things in life "You don't know what you don't know" and the DIY approach of buying directly off the internet or from your bank based solely on premium affordability can result in very costly negative outcomes for you and your family when the time come that you need use it.
Working with a Financial Adviser not only gives you insight into what the insurance products and providers actually do but also guide you on why you should take a particular type of cover and how much cover you should take based on your individual circumstances and future plans. We are also there to support you in the event of a claim to make sure that your policy works the way it's supposed to, guiding you through the claim process.
Like many things in life "You don't know what you don't know" and the DIY approach of buying directly off the internet or from your bank based solely on premium affordability can result in very costly negative outcomes for you and your family when the time come that you need use it.
Working with a Financial Adviser not only gives you insight into what the insurance products and providers actually do but also guide you on why you should take a particular type of cover and how much cover you should take based on your individual circumstances and future plans. We are also there to support you in the event of a claim to make sure that your policy works the way it's supposed to, guiding you through the claim process.
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Our Partners
We work with New Zealand's most reputable & trusted insurers
