New Zealand’s Trusted Financial and Insurance Adviser for Clear, Simple Guidance.

HOW WE HELP

We provide you with advice to make smarter decisions around insurance and KiwiSaver, the kind that holds up when life doesn’t go as planned. Whether you’re starting fresh or reviewing what you already have, we’ll ensure you understand exactly what your cover does and that it’s set up to work the way you need it to.

Book Free Consultation

Fill out the form below, and we'll arrange a consultation at a time most suitable for you.

    What We Offer

    Life insurance, trauma cover, health insurance, income protection, and KiwiSaver advice. That’s it. The right cover, set up properly, with advice that makes sense.

    Life Insurance

    Protect the people who rely on you with cover that pays out when it matters most. We help you compare options, understand the differences, and find the provider that best suits your needs.

    Trauma Cover

    If you're diagnosed with a serious illness such as cancer, trauma cover gives you a lump sum to help cover immediate costs. It’s a welcome respite when life is anything but predictable.

    Health Insurance

    Receive faster access to private care and cover for surgeries, diagnostics and specialist treatment. We ensure you have full confidence in the provider and plan you select.

    Income Protection

    Take a proactive approach and plan for the future. If you're unable to work due to an illness or injury, we'll help you work out how much income to replace, which is paid monthly.

    KiwiSaver Advice

    Whether you're saving for your first home or retirement, we'll help you choose a fund that suits your risk tolerance and a provider that aligns with your goals and values.

    Why Choose Us?

    Personal insurance and KiwiSaver can feel overwhelming, but it doesn’t have to be. We take the time to understand you, your life, your goals, and what you already know, so the advice we give is clear, relevant, and actually makes sense.

    Those who
    made a change

    Our solutions empower you to unleash the full potential of your business, providing the tools, strategies, and guidance needed to drive sustainable growth.

    Expert guidance through regulatory challenges

    Helped navigate regulatory challenges. Valued advisors for strategic financial decisions.

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    Increase in customer growth rate

    Trusted support through market complexities

    Stellar support in navigating market complexities. Trusted partners for financial growth.

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    Saved in operational costs

    Tailored solutions for financial excellence

    Innovative solutions tailored to our needs. A reliable partner for our financial excellence.

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    Increase in company revenue

    What Our Clients Say

    Our testimonials highlight how we’ve helped people take control of their insurance and finances with advice that’s real, relatable, and customised.

    Professional and results-driven. They exceeded our expectations, boosting our sales significantly.

    Safaa Sampson Marketing Manager

    Exceptional service! Their strategic insights have propelled our business forward like never before.

    Frederic Hill Business Owner

    Efficient and effective solutions. Our ROI has soared since partnering with this consultancy.

    Brendan Buck Operations Director

    Incredible support! Their personalized approach and dedication are unmatched in the industry.

    Paige Lowery Sales Manager

    Outstanding results! Our brand visibility has skyrocketed, thanks to their innovative strategies.

    Stefan Ball Brand Manager

    Impressive professionalism and expertise. They've revolutionized our marketing approach.

    Frances Barr Marketing Specialist

    Insights and expertise

    Stay informed and inspired with our blog, offering valuable insights, tips, and industry updates to fuel your business growth.

    Strategies for scaling your business successfully

    Strategies for scaling your business successfully

    When evaluating potential agencies, consider their expertise in various aspects of design.

    Storytelling mastery: crafting compelling narratives

    Storytelling mastery: crafting compelling narratives

    The multi-brand system has gained traction, allowing businesses to manage various brands.

    Optimizing your online presence for visibility

    Optimizing your online presence for visibility

    A well-defined statement helps participants and ensures everyone is on the same page.

    Start Your Journey Today

    Ready to take the next step? Fill out our simple form, and we’ll get in touch to provide tailored advice that works for you. It’s quick, easy, and designed to make your life easier!

    Book Free Consultation

    Fill out the form below, and we'll arrange a consultation at a time most suitable for you.

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