Company of Financial Advisers and Insurance Experts in Auckland
Our company specialises in Personal Risk Insurance such as Life, Trauma, Income and Mortgage Protection, and Private Medical Cover. We can offer assistance nationwide through our online video conferencing so no matter where you are in New Zealand, we can take care of you.
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 KiwiSaver. 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.
- We compare the entire NZ market to make sure the policy you have best suits you and your family’s needs whilst being competitive.
- You receive personalised advice tailored to your situation by recommending suitable levels of cover under the benefits you choose e.g. Life, Trauma, Income Protection and Private Medical.
- We ensure your application is processed efficiently by gathering all your relevant information which will provide a smoother claims experience.
- A personalised Client Dashboard is sent to you 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 advocating for you when you need it most.
- Contact is made with you each anniversary to ensure the protection will still meet your needs.
- We offer over the phone, face to face, and video conferencing appointment options nationwide.
- Our services are free of charge if 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.
Here’s what our clients have to say about us:
- Hannah Judd
Amazing service fast and effient. Made the whole process of claiming health insurance for my son super easy and quick. His operation was fast tracked and they were able to sort everything in time. Easy to talk to and get hold of definetly recommended their service. Thankyou
Nicole was very friendly and professional. I really appreciated the online communication and not having to try organize insurance during the lockdown levels was a great service.
- Monica Shepherd
I engaged Nicole to help me review, update and add to my personal and business insurance cover, as well as ACC and Kiwisaver. I couldn't advocate more for the value that I received through working with Nicole. She made everything easy, quick and simple to understand while making sure that I had all my bases covered. I was really impressed with Nicole's efficiency, professionalism, proactive communication and knowledge. It really does feel like you have a 'personal' advisor - you can trust she is always available and ready to advocate on your behalf.
Nicole is an absolute professional, she created a bespoke package for myself and my family taking into account our needs and priorities. Her excellent follow up and review process gives us peace of mind that our policies are up to date and relevant to our current situation. I would have no hesitation recommending Nicole and her quality service.
- Luke Elliment
Nicole and her team are awesome, always go above and beyond for their clients, would highly reccomend Lifestyle cover to anyone.
- Merryn Phillips
Nicole de-mystifies the language, and spends time learning about you, so she can tailor the optimal suite of products to your personal situation. Her annual dashboard is really handy; it keeps you in touch with your level of cover, without needing to dive into the detail. It also means you can renew and update over the phone, as it covers all the key points for discussion. Highly recommend for insurance as well as Kiwi Saver advice.
I found Lifestyle cover after a quick google search after being entirely fed up with the lack of response from my own service provider. I heard back from Nicole the next day and she scheduled a consultation the following week. From the initial phone call I have felt like their only customer. Their Service has been 2nd to none! Various providers options have Been presented to me beautifully and very clear with no pressure or obligations felt. Highly recommend Nicole and her team.