Financial Planning
About
A goal without a plan is just a wish.
Most people spend longer planning their holiday than planning their future.
This service helps you stop to think:
- How do I really want to live?
- What do I really want to achieve?
- What does my ideal lifestyle look like?
- How can I achieve this?
We work together to cost this goal and then work out an effective way in which to achieve it.
Benefits
Advice
Personal Insurance
About
Protect yourself and your loved ones against the unexpected. Personal insurance includes life insurance, income protection, trauma cover, disability cover and health insurance.
If the worst should happen – if you died, became terminally ill, or suffered illness, injury or disability – personal insurance is vital to financially support what matters most: you and your loved ones.
Benefits
Advice
Domestic Insurance
About
Domestic insurance is cover designed to protect the things you own. If accidental damage, loss or theft occurs to your assets which you’ve insured, you’ll have financial security to get things sorted and back on track.
Domestic insurance includes products such as car and home insurance, and in simple terms excludes only life and business insurance.
Benefits
Advice
Farm Insurance
About
Our Farm Plan rural insurance policy is designed for the unique yet varied insurance needs of farmers whether on a small or large commercial scale.
We can tailor your cover for the animals you own. There are options for pedigree animals, veterinary fees, theft, escape and many more.
Plus with Farm Plan, farm machinery is covered for full replacement value if it’s less than five years old.
Benefits
Advice
Investments
About
Making your hard-earned money work for you is the key to sound investing. You need to invest in a way that gives you the best possible chance of achieving your financial goals. Decide why you’re investing and what outcomes you want to achieve.
Sit down and think through what you are saving towards, and how much money you will need to achieve your goals. Your goals could be a mixture of short and long term, such as: a new home, a sabbatical, your children’s education, a new car, and early retirement.
Benefits
Advice
KiwiSaver
About
KiwiSaver isn’t your regular savings account – it’s specifically designed to help you prepare for your retirement.
Whether you’re just starting out or have been working for a while, it’s never too early to start planning your retirement.
KiwiSaver is work-based, with contributions from you and your employer deducted from your pay. Those contributions are invested into the fund(s) of your choice to deliver a return that could help boost your savings.
Benefits
Advice
Commercial Insurance
About
Whether your business is small, medium or large, we can work with you to gain an understanding of the specific requirements and challenges your business faces.
Areas of cover for businesses can include: Material Damage, Business Interruption, Business Vehicles, Machinery Breakdown and Liability.
Our advisers meet with you and get to know your business and its unique requirements before building a policy specially designed to suit your needs.
Benefits
Advice
More Services We Offer
As well as the services we’ve gone over above, we can also help you out with:
- Life Insurance
- Trauma Insurance
- Income Protection
- Disability Insurance
- Rural Insurance
- Health
- House
- Contents
- Caravan
- Car (including vintage cars)
- Travel Insurance
- Commercial