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Image by Sarah Dorweiler

FREQUENTLY ASKED QUESTIONS

HOW DO I MAKE SURE I’M NOT OVER-INSURED? OR UNDER-INSURED?

An Advisor is worth gold here. There is no one size fits all, so we will take your individual budget and situation into account to ensure your policies are always fit for purpose - whether we have put these in place with you, or another Advisor/company.

Going forward we will check in with you annually to ensure we don't need to make any tweaks as your life changes as well.

WHY DO I NEED TO BUY INSURANCE?

This is a question that can't be answered in a small box as Insurance is about what you want it to be. We have clients who are wanting to protect their families after they pass away, we have clients who want to ensure they are financially covered if they could no longer work due to illness, and we have clients who just purely don't want to wait in the NZ Public Health System for a treatment. 

Every client is different in what they want to achieve with their long term goals, and we are here to support that.

DO YOU OFFER FREE CONSULTATIONS TO NEW CUSTOMERS?

As a Financial Advisor, our meetings  come at no charge to our clients - new or existing. We are paid via Commission from Insurance Companies when a policy is issued. That sounds scary and like your classic sales story, but we are not allowed to offer you a product just for the sake of a sale. Any costs, fee's and how I am paid, are disclosed to you at multiple points throughout our discussions. 

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