Hi There.
No matter what stage of life you are at, we are here for the journey in helping you protect your financial future.
Our approach to financial advice simply starts with a conversation. From insurance to KiwiSaver to planning for retirement, we share our knowledge and help you define your needs, so that you can confidently decide what’s right for you.
Financial advice designed for life.
What does financial security mean to you? Is it to achieve peace of mind? Knowing you have a plan? The freedom of choosing what you do with your money? Whatever financial security means to you, quality financial advice can play a pivotal role in helping you to achieve it.
So how can we achieve this together? We believe that open communication is the key. Even the small things are important and so discussion is the best method to finding out what is right for you. This way we are able to encompass all of your needs and give you the right advice, helping you to confidently make financial decisions. From our initial conversation, through the many changes that life brings, we strive to provide ongoing guidance for the journey.
Find out more
As life changes, so do your financial
needs and goals.
From starting out in your first job, to enjoying the fruits of hard work in your retirement years, as you travel through life, your financial needs and priorities change. Quality financial advice is an ongoing relationship – one that you can call on for expert guidance through the years; a sounding board for your financial life.
Starting Out
The sooner the better. Even when young, independent and mortgage-free, giving your financial life care and attention is a savvy decision for your future – for your short-term goals, and long-term plans.
Settling Down
A busy stage of life, settling down brings with it a number of new financial considerations: key amongst them getting the right protection in place and creating a savings plan for your financial security and future goals.
Building & Growing
Still working hard but looking ahead and planning for your post-work life: In the years leading up to retirement, it’s time to optimise your financial achievements, and secure your retirement aspirations.
Retirement
Time to enjoy the post-work life you planned for. Retirement brings with it a new set of financial decisions – from day-to-day spending to managing income from assets and investments.
ACC & Your Business
ACC covers a lot, but does it cover enough? If you are self-employed, ACC CoverPlus Extra may be a smart option for your needs: used in conjunction with private insurance, this combination can provide more comprehensive cover for self-employed Kiwis.
Business Cover
Key Person, Shareholder Protection, Business Interruption and more. All businesses are different and as such, have different risks and insurance needs. Where to start? With a comprehensive assessment, tailored to your business and priorities.
Employee Benefits
Introducing Superannuation can be an attractive employee benefit to retain and attract talent to your business. But there's a lot to consider: from contribution rates to how and when benefits are payable, continuation and more.
A FEW WORDS FROM OUR CLIENTS
I have worked with Theresa for about 20 years in a business and personal environment. The products she represents I consider to be quality products and have offerings that others do not. The service she offers I have found to be faultless, and she delivers what she says she will. In particular, on my personal finances she has provided fantastic advice which I have accepted and to date has been positive results. She raises the negatives so one is aware, and always considers risk appetite of her client.
Theresa makes any process easy for her clients to action, often just a signature required after checking the detail completed by Theresa. Made my life and finances so much easier to manage and don’t have to spend time monitoring that I can be out and about enjoying retirement.
Helen W.
I have worked with Theresa for about 20 years in a business Theresa has overseen our life and income protection insurance portfolios for many years. She has a wealth of industry knowledge and life experience.
Last year, after receiving the news that my husband required treatment for a potentially life-threatening health condition, I phoned Theresa. Her response was both supportive and proactive. She always came to us and fitted in with our needs if paperwork or signatures were required. She kept us informed and provided the documentation and advice necessary to ensure that any claim requirements had been actioned efficiently and promptly from initiation stage through to payout.
Her personalized, but professional manner took pressure off us at a stressful time with the reassurance that she was working in the background to identify what we were eligible for and overseeing the entire claim process; checking in with us along the way to keep us updated and at times just to see how we were doing.
J & J.
Putting your cover to work
We're passionate about claims: about helping our clients manage the process during what can be an incredibly difficult time; and ensuring our clients are aware of what they can claim on and have someone to call - at any time - to ask.
Claim time is when your cover gets to work. Watch our quick video for more.
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