HERE FOR YOUR NEEDS
How can we help?
Personal Insurance
Life, Trauma, Health, Income Protection, Mortgage Protection and more – depending on your priorities and needs, we can help you assess the types and mix of cover, and the level of protection that’s right for you.
We work with leading insurance providers, and regularly review their products and client service performance to ensure we are working with the best available providers for our clients' needs.
KiwiSaver
KiwiSaver is a powerful tool for your financial life and future. Many New Zealanders have not taken a proactive approach to getting the best out of KiwiSaver for their needs and plans. Is that you?
We help our clients gain a clear understanding of their risk profile and KiwiSaver options; define retirement (and first-home if relevant) savings goals and plans; assess contribution rates and more. And of course, each year, we’re at hand to review how you’re tracking, and to assess if any changes are needed.
Superannuation
Like to review your current Superannuation fund, or considering your options for your retirement savings? In addition to KiwiSaver, we help clients assess different Superannuation funds as relevant to their needs and investment horizon.
From risk profile to managed fund type and provider, control over investment choices and more – it’s not a one-size-fits-all decision. Our comprehensive advice starts with a thorough assessment of your needs and goals, and is supported with regular reviews and ongoing advice.
Retirement Planning
What lifestyle and goals do you have in mind for retirement? We provide comprehensive Retirement Planning advice that starts by defining your goals and your ‘numbers’ – the nest egg you’ll need, and the level of income you will require from your investments and assets (KiwiSaver, Superannuation etc).
From there, we design a sound investment and savings roadmap, for your personal retirement goals. And of course, through the years, we're at hand to review and adjust your plan, or simply as a sounding board for your queries.
Business Insurance
We help Kiwi business owners assess business risk and the types of cover appropriate for their needs.
Key Person Insurance, Business Interruption, Shareholder Protection and more. From protecting your business from the financial and operational impact of losing a key person or shareholder, and/or implementing Employee Benefits to attract and retain the right staff, we can help you design a plan, specifically for your business needs.
Informed advice | Leading providers
We take care to work with providers committed to good outcomes for Kiwis. We regularly review our panel of providers against key criteria such as client service, product relevance and more.
A FEW WORDS FROM OUR CLIENTS
Theresa has overseen our life and income protection insurance portfolios for many years. She has a wealth of industry knowledge and life experience.
Last year, after receiving the news that my husband required treatment for a potentially life-threatening health condition, I phoned Theresa. Her response was both supportive and proactive. She always came to us and fitted in with our needs if paperwork or signatures were required. She kept us informed and provided the documentation and advice necessary to ensure that any claim requirements had been actioned efficiently and promptly from initiation stage through to payout.
Her personalized, but professional manner took pressure off us at a stressful time with the reassurance that she was working in the background to identify what we were eligible for and overseeing the entire claim process; checking in with us along the way to keep us updated and at times just to see how we were doing.
J & J.
I have worked with Theresa for about 20 years in a business and personal environment. The products she represents I consider to be quality products and have offerings that others do not. The service she offers I have found to be faultless, and she delivers what she says she will. In particular, on my personal finances she has provided fantastic advice which I have accepted and to date has been positive results. She raises the negatives so one is aware, and always considers risk appetite of her client.
Theresa makes any process easy for her clients to action, often just a signature required after checking the detail completed by Theresa. Made my life and finances so much easier to manage and don’t have to spend time monitoring that I can be out and about enjoying retirement.
Helen W.
Like to book a meeting?
We're here to help. From small queries to full reviews of your insurance, KiwiSaver or retirement planning needs and goals, we welcome you to get in touch.