Why Use Us?
Why use a financial adviser?
We listen
We listen carefully to understand your situation, exposures and needs, before working with you to tailor a protection plan that best meets your needs.
Professionalism
We are meticulous in undertaking analysis and preparing informative reports that present clear recommendations and an explanation of the reasoning behind those recommendations.
We find the best “sweet spot” for you
All insurance companies have their specific “sweet spots” – we take pride in finding the best “sweet spot” for you, in terms of type, quality and amount of cover, as well as competitive cost.
We have access to many insurers
We are not “tied” to one insurance provider, but have access to the full suite of personal, business and group insurance services and products offered by the following market-leading life insurers: Partners Life, AIA, Asteron Life, Fidelity Life and specialist health insurers nib and Southern Cross. We also work with ACC.
Your best interests are our total focus
Everything we do is always addressed to serve your best interests.
We are with you all the way
We are a tenacious advocate on your behalf, at all times, whether at the underwriting stage or come claim time.
Expertise
We have extensive knowledge and expertise and are committed to maintaining this at a high level so you can have total confidence in our advice. To add to his already extensive experience, Theo completed (in 2018) the New Zealand Certificate in Financial Services (Life & Health Insurance, Level 5).
Friendliness
We enjoy meeting people, getting to know them and being approachable at all times.
Privacy
We treat you and your information with the utmost discretion, respect and confidentiality.
Honesty
We will always provide you with truthful advice on all matters and be transparent about the way we conduct our business.
A One-stop Insurance Shop
While we are specialists in Life and Health insurance products, we are also able to connect you with a high-quality specialist Fire & General broker who can arrange covers such as Professional Indemnity, Public Liability, Material Damage, Business Interruption and many other business and domestic covers.
Our guarantee to you
Our free, no-obligation “warrant of fitness” insurance review will identify superior insurance cover for you and/or save you money on your insurance premiums.
Read what our clients say…
Excellent, professional service delivered with insight and understanding – always with the client’s best interests in mind. All personal considerations are taken into account to provide a tailored solution. An impressive range of products available – cover ranges from the most comprehensive to the simplest, according to one’s requirements. Highly recommended.
Renell Judais, Auckland
Complete Insurance Coverage With One-Stop Convenience
We’re a specialist insurance provider for individuals and businesses. We’re here to protect your way of life and the things that matter most.
