WELCOME TO
NEW VISION
FINANCIAL SERVICES
Turning Vision into Value
Why New Vision
Our purpose is to ensure our clients have peace of mind if anything were to happen so they are empowered to achieve their life goals and dreams.
It’s all about having a backup that truly stacks up.
When life throws you a 'curveball' and you are unable to work, at that time you want to make sure your family is looked after and you can recover. That is what we specialise in, not just looking out for that one event but anything that can happen.
We want to give our clients dignity and choices when you need it most.
How We Help
We believe in a consultative approach to everything in life. Working with our clients to solve their problems, not ours.
Our job is not to tell our clients what to do. We simply highlight the traps and pitfalls and gently encourage them to take action on the things they choose is right for them through a range of products such as insurance, legal matters, accounting advice and more.
What We Do
Everything comes down to structure and a well laid out plan for both good times and bad.
Whilst we specialise in managing the insurance needs for our clients we can also have a guiding hand in all aspects of risk management by referring clients’ needs into the areas they wish advice in. Based on this approach, our clients look to us for assistance in a range of areas in their personal lives and businesses.
Areas We Work In
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Personal Insurance
You may have your house and car insured as they are important assets of yours, but have you thought about protecting your most valuable asset?
Your Income.In New Zealand we have a range of personal insurance products that are designed to help you and your family if you were sick or injured. May it be for medical bills so you have choice of treatment, to a diagnosis of a major illness like cancer. Having this structured correctly to cover you and your family is our passion and focus.
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Business Insurance
Creating a business can be the easy part, it's new and shiny and the world is your oyster. Unfortunately, as soon as you do this, it can put your family or family home under threat! Luckily this can be avoided with the right advice and structures.
In New Zealand many business owners don't think about the effect it can have on their family if that business was to fail. We specialise in the business market, working with fellow business owners to ensure that their business is running smoothly and their family is protected if anything were to happen.
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Risk Management
It is not uncommon when you talk to a Lawyer that you want to make it a quick conversation about one subject, when their is a great many things you need to think about. We understand it's hard to know where to start!
We specialise in one area of risk management, insurance, but there are other areas that need to be consider, they are: legal, accounting, banking & investment. We help identify what our clients need to fix or address, point them to a like-minded specialist in this area and help our clients to feel secure that their world is looked after.
Its About You, Not Us
Plan your future and let us help you have peace of mind along the way.
We work closely with our clients to ensure you have the knowledge to choose what you want for your family and business, protecting you as you grow and build your legacy.
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