Our New Zealand-based Advisory specialises in all your insurance needs, offering advice for you and your family that's competitive and tailored to your situation as it changes.
Personal Risk Insurance:
- Life Insurance
- Trauma insurance/Critical illness Cover, Total and Permanent Disability
- Income and Mortgage Protection, Redundancy
- Private Medical Cover Including: Specialists and Tests, Dental and Optical, GP and Prescription Benefits
Business Risk Insurance:
- ACC Reviews to help you restructure your levies with Business Risk and Income Protection
- Business Life Cover, Ownership buyout, Debt Protection and Permanent Loss of Key Person
- Generalised Advice on KiwiSaver to help you save for your first home and maximise your return for retirement
Nationwide assistance through our online video conferencing means so no matter where you are in New Zealand, we can take care of you.
Here’s what our clients have to say about us:
Our Main Services
Together we’ll help you make an informed choice on the best protection for you and your family while helping you grow your wealth with the right KiwiSaver provider.
What can we help you take care of today?
Why choosing to work with a Financial Adviser is better for you and your family’s future:
- We follow an Easy 3 Step Process to Review your Insurances.
- Compare the entire NZ market to make sure the policy you have best suits you and your family’s needs whilst being competitive.
- Provide personalised advice tailored to your situation by recommending suitable levels of cover under the benefits you choose e.g. Life, Trauma, TPD, Income/Mortgage Protection and Private Medical.
- We ensure your application is processed efficiently by gathering all your relevant information which will provide a smoother claims experience.
- Send you a personalised Client Dashboard once your cover is in place which will provide you with details on all services held with Lifestyle Cover and recommendations for the future.
- We provide guidance to you in the event of a claim and advocate for you when you need it most.
- Contact is made with you each anniversary to ensure the protection will still meet your needs. This includes a review of those exclusions and loadings on your policy that could be visited and hopefully removed.
- We offer over the phone and video conferencing appointments nationwide.
- Our services are free of charge when you choose to work with us.
By having the right insurance cover, you can ease or even completely remove any financial burden caused by major illnesses and injuries. While the cover may not remove physical or emotional pain, it allows you to focus on the things that are precious to you: spending time with your loved ones, getting well, or looking after your home, your family, your business and your future.
Unique Client Dashboard Service
We realise there can be a lot of paperwork involved with insurance, and we are constantly looking for ways in which we can add value to your experience. We know it’s not always easy when there are multiple policies, different terms and premiums.
We identified this as an area we could streamline for our clients, and this has led to the development of the new ‘Lifestyle Cover Dashboard’. This is unique to our company and was developed by Nicole to provide a clear visual snapshot of all your policies in one place that is personalised to you.
“All our Personal and Business Risk Insurance clients will receive a copy of the Dashboard upon arranging new cover with us which will be updated on the anniversary of their policy.”
Meet Our Team
We are a team of professionals who are passionate about the services we provide to you.