Your Questions, Answered

We offer advice on personal risk and health insurance, and Kiwisaver. We work with multiple insurance and Kiwsaver providers. This ensures we can offer a range of options for you as a client and ensure the best outcome for your individual circumstances, today and into the future.

I have been in the financial services profession for over 20 years. Working directly with clients and advisers, I have a deep understanding of the financial services industry, and how confusing it can be.

My job is to make it simple to understand, and to ensure you walk away confident in my service, confident in the outcome, and more knowledgeable and secure in the protection you now have today and into the future.

Our 6‑step advice process is designed to keep things simple and focused on you: we start by getting to know you and agreeing what help you want, then gather the information we need to understand your situation. Next, we analyse your options and put together clear, suitable recommendations, which we talk through with you so you can ask questions and decide what feels right. If you choose to go ahead, we help implement the advice, and then as time passes, we review things over time to make sure your plan stays aligned as your life and goals change.

Getting started is simple. Reach out through our contact form or schedule an appointment via the appointments page —we’ll walk you through the next steps and answer any questions along the way.

You can reach us anytime via our contact page, appointment page or email.

Alternatively, you can call 021 486 236.

We aim to respond quickly—usually within one business day.

There is no cost to you except for your time. We receive upfront and / or renewal commissions from the product providers if you take up an insurance policy or Kiwisaver scheme through our services.