OUR SERVICES
Insurance Advice for Kiwis, Families & Businesses
Whether you're protecting your family, your income or your business, we can help you understand your options and put a plan in place that fits your circumstances.
Proudly helping Kiwis protect what matters most
Personalised insurance advice for individuals, families and businesses
Personal Insurance
Protect your income, your health and the people who matter most.
Personal Insurances are designed to give you and your family a back-up plan.
In case something were to happen to your health and you were unable to earn an income.
Unfortunately when we can’t work because we are too sick, the bills don’t stop. The banks or power companies don’t say ‘don’t worry about it’ if you can’t work for a period of time.
There are a range of products from like Life insurance where a lump sum of money is paid on death, to Medical insurance where you can have medical tests and procedures done privately available in New Zealand.
We have highlighted some of them in our information sheet that you can download now!
Life Insurance
Financial support for
your loved ones if you
pass away.
Medical Insurance
Access private medical treatment when you
need it most.
Income Protection
Protect a portion of your Income if illness or injury stops you from working.
Trauma Insurance
A lump sum payment following a serious health event.
TPD Insurance
Financial support if you're permanently unable to
work due to disability.
Want to learn more?
If you want to learn more about how personal insurance covers, click the button below to
download our information sheet!
Prefer to buy directly?
We understand that some people prefer to apply with providers directly either because they have done their own research or don’t have the time to meet with us.
Not a problem, have some direct options with insurers that you can go through without issue! The benefit? If you have a claim we are still there to help you!
Southern Cross Medical Cover
Medical Insurance allows you to have direct access to health care providers without being put on the public waiting list.
Take it Off Your To-Do List with SimpleWill
Get your Will done now for only $149 per person with SimpleWill. No mysterious Lawyer fees, just a one off cost per Will.
Business Insurance
Protect the business you have worked hard to build.
Business insurance can be used in a multitude of ways to ensure that if something happened to your health, your business partners health or your employees health, you are covered.
If you lose your key person, you can get a cash injection to keep your business running.
If your business partner became seriously ill and needed to be bought out of the business, raising the required equity can cripple a company, insurance can be used to cover that need.
We have put together an information sheet to explain these more, please download and read through!
Key Person Insurance
Protect your business from the financial impact if a kay person is unable to work.
Debt Protection
Help fund paying back business loans so personal assets and guarantees if something happens.
Shareholder Protection
Help ensure a fair and smooth transition if a shareholder dies or exit a business due to illness.
Employee & Group Schemes
Group insurance solutions to help support and retain your team.
Want to learn more?
If you want to learn more about how business insurance covers, click the button below to
download our information sheet!
Employees are essential to every business
A great way to add value to an employee is having a group scheme in place, ensuring that your employees can go to a specialist if they need to without delay.
Not only does it make your employees feel valued, but helps them get the help they need quickly so they can recover properly and get back to work.
Below we have listed a few employee schemes that we can help introduce to your business.
Under 15 Employees
Do you know we can put a group scheme together for employers who have between 5 - 15 employees with no underwriting and pre-existing conditions covered immediately. When looking at Medical Insurance, Life, Trauma and Income covers, we have the solution for you.
Specialists in Bigger Employee Groups
Group Medical schemes are a fantastic way an employer can say they care. Whether its covering the big ticket items and/or the smaller things, we have a perfect solution to fit your employee benefits budget.
Wealthier and Healthier Employees
From Wills to KiwiSaver to basic financial planning - Supporting employees financial wellbeing, having them more engaged, resilient and focused means everyone wins. We can tailor a wellbeing course for any employer size focusing on what matters most. Them!
Risk Management
Insurance is only one piece of the puzzle.
Everything comes down to structure and a well laid out plan for both good times and bad. Whilst our advisers specialise in managing the insurance needs for our clients they can also have a guiding hand in all aspects of risk management by referring clients’ needs into the areas clients wish advice in. Based on this approach, our clients look to us for assistance.
Whether you're just interested in insurance or wish a full holistic approach to risk management; we can offer many solutions for your individual situation.
Want to understand how insurances work for you and how to plan the cover you want; with professionals who are passionate about what insurance can do; working with people and who care about your goals and dreams? Then consider us to help you get the protection plan right for you. This can include working with:
Insurance
We look after people and their health and wealth if something happens. If you want to protect your assets, your ‘stuff’, we can get you in touch with the right people.
Legal
If sorting out your Will or Enduring Power of Attorney has been giving you a head ache or if you are buying a house and need someone to talk to, we can get you in front of people we trust to help you out..
Accounting
Having the right accountant for you and your business can make all of the difference. If you have been meaning to sort it out and not sure where to start, talk to us.
Banking & Investment
Whether buying an investment property or would like to look into investing in the share market, get the right advice first so that you don’t lose money later on. We can help get you in touch with the right people.
Mortgage Advice
Buying a home is a big commitment. We connect you with trusted mortgage advisers who can help you understand your lending options and find a mortgage structure that fits your circumstances.
Providers We Work With
We work with a range of established New Zealand insurance providers, allowing us to research options based on your circumstances.
Not Sure Where to Start?
You don't need to know which insurance you need before you talk to us.
We'll take the time to understand your situation, explain your options and help you make informed decisions about protecting what matters most.
