Professional services in Insurance, Investment and Lending. We can make Insurance, Investing and Loans easy for you and secure you the best possible deals from the most reputable sources on the marketplace.
We are passionate about giving financial advice that is easy to secure the financial futures of our clients, their families and their companies. We offer friendly, no-fee financial service with your insurance, investments, kiwisaver and home loans. Our clients benefit from our extensive experience, expertise and knowledge of the New Zealand marketplace, and we work to make sure you are always getting the best.
We evaluate what insurance will suit your needs, and find you smart cover tailor-made to fit your unique circumstances.
Our Authorised financial advisers also offer comprehensive advice on Kiwisaver to ensure you retire with the most funds possible.
As independent owner operators we are available outside traditional work hours. Our time work with your time frame and are on call to get a deal done when you need it.
Insurance (Life Insurance, Health Insurance, Income Protection, Trauma and Critical Illness and Mortgage Instalment Insurance for both individuals as well as groups and businesses), Investment Services (Lump Sum Investment, Kiwisaver, Pre and Post Retirement Modelling, Sharemarket Advice) and Lending Solutions (Home Loans, Asset Funding at the best possible rates)
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