Financial & Insurance Advisers - New Zealand

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Do you own a Small Business?

Learn how to easily manage your ACC and still obtain the maximum of the possible benefits.

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Life’s Busy. We Get It.

Flexible

We make it easy; we can talk online, on the phone, or in person – wherever and however suits YOU best.

Genuine

We’re in this together. Our focus is YOUR financial future. We tell it like it is and make the complicated simple.

Integrated

We’ll help YOU plan and prioritise what’s needed, keep you on track, and enlist the help of our partners to protect your world.

Business Owners

Whether you're a sole trader just starting out, or an established business with hundreds of employees, we can work with you on a plan to protect your investment and the vision for your business.Most …

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Families

Wherever you are in New Zealand, we can help you plan for your family's financial future. Whether we speak online, in our office or at your kitchen table, we want to get to know you, your family and your goals. …

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About Us

"I haven't got time!" or "I'm too busy!" or "I have bigger priorities!"As business owners and parents, we hear these phrases all the time and know how busy life can get when you're managing family AND work.'Financial stuff' …

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Did you know?

87
The longest time between two twins being born is 87 days.

13
the longest recorded flight of a chicken was 13 seconds.

28
Number of Insurers in New Zealand

18
Koalas sleep around 18 hours a day.

TESTIMONIAL

“Jil was happy to work around our busy schedules to meet with us. She is knowledgeable and offered a range of insurance and KiwiSaver options for us to consider. Once our decisions were made everything was handled by her. We are so happy with the end results and feel as though we are definitely more financially protected now and for our future. We highly recommend meeting with Jil to see how she can assist you.”

– Anita