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Financial planners specialising in Business Insurance, Group Insurance Schemes, Personal Insurance, Investment portfolios and UK Pension transfers.

We offer specialist and holistic advice in the key areas of business risk management – looking after the key ingredient, people.  We can arrange shareholder protection, key man cover, and income protection as well as other covers.  We establish employee benefit schemes, including group insurance, medical cover and kiwisaver.

On an individual and family front, we offer a range of risk solutions including medical, life, income protection, trauma, and disablement cover via a number of New Zealand’s top insurance companies.

We also specialise in investment portfolio management, complete financial planning, retirement planning and overseas pension transfer services.

A copy of our disclosure statement is available free of charge by contacting us directly or via our website.