Our Services
Personal Risk Insurance
I can provide assistance with Life Insurance, Trauma Cover, and Income Protection, to help with your overall financial resilience plan. Life Insurance offers financial protection to your loved ones in the event of your passing, ensuring they are financially supported and can maintain their quality of life. Trauma Cover provides a lump sum payment if you are diagnosed with a specified critical illness or suffer a major injury, offering financial relief during a difficult time. Income Protection insurance safeguards your income by providing a regular payment if you are unable to work due to illness or injury, ensuring you can cover your living expenses and maintain your lifestyle, so you can focus on your health. These insurances are crucial in providing peace of mind, protecting yourself and your loved ones from unexpected financial burdens and ensuring financial stability during challenging circumstances.
Medical Insurance
I can assist you with private medical insurance, which plays a vital role in New Zealand's healthcare system. Medical insurance is important as it provides individuals with access to timely and quality healthcare services. In New Zealand, while public healthcare is available through the public health system, medical insurance allows individuals to have greater control over their healthcare choices. With medical insurance, you can receive prompt medical attention, so you can get back to doing the things that you love faster. You can often choose your preferred healthcare provider and some policies cover non-Pharmac drugs that aren't subsidised by the New Zealand government.
Kiwisaver
I offer assistance and guidance regarding KiwiSaver, an important retirement savings scheme in New Zealand. Being in the correct KiwiSaver fund is crucial for maximising your long-term savings and achieving your financial goals. I can help you understand the various KiwiSaver fund options available and assess your risk tolerance, investment objectives, and time horizon to ensure you are in the most suitable fund for your situation. Being in the right fund is important because it can significantly impact your returns and the growth of your savings over time. It ensures that your investments align with your personal circumstances and preferences, whether you are seeking growth, balance, or wish to take a more conservative approach. By optimising your KiwiSaver fund choice, you can make the most of this valuable savings vehicle and secure a more financially secure future.