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. When we understand what’s most important to you, we can find the best ways to protect it.
Protect Your World
Insurance doesn’t have to be complicated; we’ll make it easy – and fun (kind of).
We’re independent advisers, and we work with all the major insurers in New Zealand.
Our advice is impartial and tailored to your specific needs – together we’ll create an insurance package to protect you and your family. Our aim is to ensure your peace of mind, knowing that you’re covered to enjoy the life you want to live.
Personal Insurance
Life Insurance – a lump sum paid out as a death benefit or on diagnosis of a terminal illness
Trauma Insurance – a lump sum paid out upon the diagnosis of a critical illness.
Income Protection – a monthly benefit to meet your expenses if you’re unable to work because of illness or injury.
Medical Insurance – meets the costs for private medical treatments and surgery
KiwiSaver
Don’t just ‘set and forget’!
It’s worth taking the time to investigate which KiwiSaver fund is best for you and making an active choice – it could mean the difference of hundreds of thousands of dollars by retirement.
Wills and Trusts
We offer simple, affordable online solutions to help you protect your families assets.
TESTIMONIAL
“Thank-you Jil for making everything so clear & easy for me to get Kiwisaver set up, and move the kids over to a scheme that more closely aligns with our family values. Having skype consults available made it even easier to sort things out! No hesitation recommending your services!”
– Kathryn