Insurance - Protect
Frustrated with increasing premiums? Overwhelmed with jargon and hundreds of policies to choose from? Worried if your existing policy will support you at claim time?
Insurance can be complicated and costly, but it doesn't have to be. Our renowned insurance strategies include a high-level Financial Mapping that ensures you're not paying for unnecessary cover. We personalise an effective and sustainable insurance strategy – including structuring rates that can save you thousands in premiums.
We've facilitated countless Life, Medical, Income, Redundancy and Mortgage Protection insurance claims for our clients, ensuring they receive the support they need when it matters most.
Imagine the certainty knowing that:
- Your mortgage/rent and bills would be covered if you were sick or injured and couldn't work.
- Medical costs would be taken care of without financial strain so you could focus on recovery.
- Your family's lifestyle would be protected, even in the face of unexpected events.
Let us help you design your cover and support you through every step, including claim time.
![Insurance Solutions for Savvy Kiwis](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/6531d0a6b94c8eb7940a1cac_Insurance.jpg)
Jess & Matt's Insurance Success!
These legends are proactive professionals with a mortgage and two kids. They faced a challenging financial situation, struggling with high interest payments, rising insurance premiums, and inadequate retirement savings. To overcome these obstacles and achieve their version of a healthy wealthy life, they reached out to us for a personalised plan and strategy.
By working with us, Jess and Matt achieved remarkable results:
cut off their mortgage term - reducing their debt faster and saving them hundreds of thousands
saved in interest payments -
freeing up funds for goals like family holidays and other investments
more in their KiwiSaver -
securing a brighter future for their retirement
Secure Your Future with a Tailored Strategy
Clients Sharing their Financial, Insurance & KiwiSaver Success
Expert Financial Advice
Can Make or Save You Thousands
Our expert strategies can save you time, money, and stress.
Financial Mapping
Whether transforming financial stress into success means reducing debt, improving cash flow, purchasing property, quickly paying off the mortgage, or saving tens or hundreds of thousands on interest payments, our Financial Mapping service is your roadmap. We help you gain clarity on your financial position and goals. You can anticipate risks, tackle obstacles, and maximise opportunities.
Insurance
Frustrated with increasing premiums? Overwhelmed by jargon and countless policies? Worried if you have the right insurance and if it will support you at claim time? We tailor affordable, sustainable, and effective insurance plans to meet your specific needs, potentially saving you thousands in premiums. Let us help you structure your cover wisely and support you through every step, including claim time.
KiwiSaver
Many Kiwis dream of a future filled with exciting travels, owning a mortgage-free home, and enjoying a comfortable retirement. Yet, many miss out on thousands by not optimising their KiwiSaver. Transform your KiwiSaver from just a savings fund into a powerful investment strategy. We assess your risk tolerance, investment timeline, and objectives to optimise your returns, taking your KiwiSaver from average to Woohoo!
Your Journey with Us: What to Expect
![Financial Advice, Insurance & KiwiSaver from Jaime James](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/652725dab36a5a4492deff17_The-Plan.jpg)
Connect & Clarify
Let's start with a brief, meaningful phone call to understand your challenges, priorities, and goals and we can answer any questions. We'll then book an initial online meeting to begin your journey from financial stress to success.
Strategy & Action
During the meeting, we'll help you with a personalised financial roadmap, insurance strategy, and KiwiSaver optimisation. You'll receive a comprehensive summary and an actionable plan to achieve your goals.
Ongoing Support
Dreams change, economies shift, events happen. As your goals evolve and new challenges arise, our team is here to help you adjust your plans and strategies to continue achieving your 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.