Protect What Matters
Insurance Strategies for Savvy Kiwis
A tailored safety net to protect your
Healthy Wealthy Life
Frustrated with increasing premiums? Overwhelmed with jargon and thousands of policies to choose from? Worried if you have the right insurance and if it will support you at claim time?
Our renowned insurance strategies include a 'high level' Financial Mapping. Together, we craft personalised insurance to bridge the gap and align with your priorities so you're NOT over-insured.
Having the right cover that's affordable and sustainable and supports you at claim time, ensures you receive maximum return on your insurance investment. Life can be unpredictable, but with the right strategies, you can protect what's dear to you and face life's uncertainties confidently.
Chris & Mia's Insurance Success!
Mia and Chris, two proactive professionals, with a mortgage and blessed with two kids. From an unclear financial path, looming interest payments, increased cost of insurance premiums, and not enough funds for a retirement on their terms, they sought a plan and strategy to craft their version of a Healthy Wealthy Life.
cut off their mortgage term
saved in interest
more in their KiwiSaver
Step into your healthy wealth life with our Tailored Insurance Strategy
Happy Community, Healthy Wealthy Success
A single piece of financial advice can make or save you thousands
Our pathways are expertly crafted to save you time, money and stress.
Financial Mapping
Our renowned Financial Mapping crafts plans and strategies that resonate with your goals and lifestyle to design your way of a Healthy Wealthy Life.
Whether you’re striving to pay down debt, keen to start investing, saving for a home, or eyeing that third investment property, we're your team.
Insurance
Our successful insurance strategies include a 'high level' Financial Mapping. Together, we craft personalised insurance to bridge the gap and align with your priorities so you're NOT over-insured.
Protect what's dear to you and face life's uncertainties confidently.
KiwiSaver
We assess your risk tolerance, investment timeline and objectives, optimising your KiwiSaver from a savings fund to a powerful investment strategy.
Don't miss on potentially thousands of dollars. Let’s help you take your KiwiSaver investment from average to Woohoo!
Connect with us and start crafting your Healthy Wealthy Life
Connect & Clarify
Let's connect over a brief but meaningful chat to get to know your challenges, priorities and desired outcomes. We’ll discuss what kind of advice or services you’re looking for, answer any questions you might have, and go from there.
Strategy & Action
Next, we gather information for a productive meeting together to craft a financial roadmap, tailor insurance or optimise your KiwiSaver. Post-meeting, you'll receive a summary, and we'll swing into action on the areas you want to prioritise.
Ongoing Support
Dreams change, economies shift, things happen. What you want to achieve at age 30 could be different when you're 50. With our team by your side, we can help adjust your plans and strategies to live your version of a Healthy Wealthy Life.
Every policy is tailored to your unique situation and desires. Because we start with a 60-minute financial mapping session, we know what you’re looking for out of life and so can tailor your insurance to make sure you’re neither over or under insured to meet your healthy wealth goals.
We can reassess and optimise your current policies. Making sure you’re neither over or under insured, and insured for the right things.
Our team manages the paperwork and processes, ensuring hassle-free claims for you. You won’t need to worry about a thing - just call us and we’ll manage everything for you.
Absolutely. As your life evolves, so will your coverage.
Transparency is key. All fees and investments are discussed upfront.
No, we handle all communication for you.
We provide a range of tailored solutions for health, income, mortgage and life insurance.
Simply book a call, and we'll guide you.