Nature and Scope of
financial advice services
Our Services
- Personal Insurances
- Home Loans
- KiwiSaver
Products we can provide financial advice about
1. Personal risk insurance advice
- Life insurance
- Trauma insurance
- Total Permanent Disability Insurance
- Mortgage & Income Protection
- Income Protection
- Specific Injury
- Private Health Insurance
- Key person Insurance
- Business Continuity insurance
- Business Start up Income protection
2. Home loan Advice
- First Time Home Buyers
- Refinancing
- Construction loans
- Investment Property
- Green loan / Better Homes Top Up
- Top up’s
Product providers we might recommend
Insurance Providers
- Fidelity life,
- Partners life,
- Chubb
- AIA
- Asteron Life
- PPS
- Southern Cross
- NIB
- Accuro
Home loan Providers
- ASB
- BNZ
- ANZ
- Westpac
- Kiwibank
- Co-operative Bank
- SBS
- Avanti Finance
- Unity
- Go Home Loans
- Basecorp Finance
- TSB
- Pepper Money
- Resimac
- Heartland
KiwiSaver Providers
- Milford
- Generate
- Booster
- Consilium
- Pathfinder
- Kernel
Services offered through referral partners:
- Fire & General Insurance
- Last Will & Testament, EPOA & legal services
- Managed Fund Investments