Insurance
Who’s paying your bills if you can’t?
Get protection for the unexpected.
Simple and Transparent
We make the process transparent, easy and more importantly we help to provide certainty at claim time.
Tailored to You
We can provide a portfolio and recommendations which are tailored to your specific needs.
Ongoing Support
We will continue to work with you to ensure your financial success through any situation.
We Kiwis are an optimistic bunch with a “she’ll be right” attitude when it comes to life throwing us a curve ball, but what happens if it all goes wrong? We can put together a plan to protect your Health, Income and in worst cases to make sure that your family are taken care of if you aren’t around to provide.
We make the process transparent, easy and more importantly we help to provide certainty at claim time. We believe that Insurance shouldn’t be a “one size fits all” approach which is why we take the time to understand your goals and situation and come up with an easy to understand plan.
- Transparent process
- Integrated into Financial Planning
- Ongoing contact and support

Life Insurance
It’s Never Too Early or Late to Secure Your Future
- Lifelong Protection
- Lump sum Payment
- Security for your Loved Ones

Health Insurance
Get back to work sooner with private medical insurance
- Specialist cover options
- Options to cover for GP visits, Dental and Optical
- You choose your cover
- Non-Pharmac funded drug cover

Income Protection
Protection for the Unexpected
- Monthly income replacement if you get sick or injured
- Cover options to age 65
- Key Person cover for business owners
Contact Us
Please reach us on one of the contact methods below. We’ed love to discuss your financial future with you.