Insurance Products

Providing Financial Advise in Queenstown
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Life Insurance

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Health Insurance

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Trauma Insurance

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Permanent Dissability Insurance

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Income Protection

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Key Person Insurance

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Business Expense

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Mortgage Protection Insurance

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KiwiSaver

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Investment Advice

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Managed Funds

Financial Advise Process

A good financial adviser gets to know you. They work with you to set your financial goals and make a plan to help you achieve them.

A thorough understanding of your circumstances, objetives and goals supports the best product selection and price.   The Adviser will then present recommendations for your review and approval.   The implementation process will include the application with the insurance providers and the underwritting. 

Once your insurance is in place, you will meet with your advisor each year to review your covers and suitability.

Step 1

establish relationship

Step 2

your circumstances,
objectives and needs

Step 3

analysis and product
selection

Step 4

present recommendations

Step 5

implementation

Step 6

monitor and review