How we help...
Our local experts help you protect what matters most.
We advise on insurance for everything from house, contents, car to life, disability and health. We start by understanding what’s most important to you. We personalise a solution that fits your lifestyle, family and assets. We will work with you through your life stages as your needs grow and change.
Our commercial insurance specialists analyse your
unique commercial and business risks and work with you to find a tailored solution. Our brokers and advisers deliver you access to international and local insurers providing cover for
all types of businesses.
Mortgages & lending
We help you get the best possible arrangement with your lending requirements via independent and free advice.
Whether you’re looking to get into your first or dream home, investment property or optimise your current arrangement, we have a full range of mainstream and non-mainstream lending options to tailor a solution to your specific requirements and review these as your situation changes over time.
KiwiSaver & investment
Our objective is to make your money work for you to create income and grow your wealth. First we understand your goals, we then develop an investment plan to help you get there.
We’ll help you with setting realistic goals and making decisions about your investment strategy. Access to a wide range of selected providers.
What are your goals?
Here’s what our clients have to say
As a newly married couple starting a family James was absolutely wonderful to deal with in regards to our life, health and income protection insurance. He explained everything very clearly and together we chose the best provider from the list of possibilities he came up with.