You told us, we listened.
The main reason people have given for not getting their ‘financial stuff’ sorted is being too busy with life, work and family. In the past few years, we’ve lost count of the number of times we hear that it just takes too much time and energy to get a ‘Plan B’ sorted.
So, we decided to do things differently and found ways to make using our services faster and easier for our clients. We began to offer KiwiSaver and Insurance reviews over the phone and online, and we started to streamline our processes, cutting out paperwork and saving trees and time!
Eventually, we found that we’d moved so far away from the traditional image of financial advisers that we needed a brand to represent our new look.
We wanted our brand to represent the way we help our customers, by making ‘financial stuff’ easy, and to represent our love for New Zealand’s beauty.
Introducing Coast Advisers
“To progress or succeed, without effort or difficulty.”
“An expert whose job is to give advice to another person, or to a group of people.”
We help busy families and business owners to go from fearing life’s ‘what-ifs’, to feel confident about their financial futures, by giving straightforward advice, professional support and custom solutions to make future-proofing easy!
As we move to more sustainable business practices and reducing the environmental impact of what we do, Coast Advisers is a great brand to represent our love of the beautiful country we live and serve our customers in.
It reflects our independence, integrity and unwavering focus on putting our customers first in all that we say and do.
Whether you’re an existing customer, or only just discovering what we can offer, we’d love to hear from you and find out what you think of our rebrand.