We understand that although everyone is different, we share one common objective - That is to look after ourselves, and our families.

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We work alongside accountants, lawyers, finance and insurance specialists to make sure every aspect is in check. 


Areas we help with:

 
  • Personal Insurance (eg life, medical, trauma, disability, income cover)

  • Business Insurance (eg debt protection, key person cover, share purchase cover)

  • Fire and General, Travel Insurance

  • Mortgages

  • KiwiSaver

  • ACC Levies

  • Legal - We have relationships with companies that do Wills, Trusts etc.

  • Accounting - We have relationships with companies that can help with personal and business accounting.

  • Investments

 

Not sure what these terms mean? Don’t worry, that’s our job to explain them to you.