Life matters more.

GIVING YOU ANSWERS. GETTING YOU COVERED. HELPING YOU THROUGH.

Your health and wellness is your top priority, so it's ours too. We work as your advocate, getting you optimal results and giving you the confidence in knowing you have the right cover, for any situation.

Your biggest asset is your ability to earn an income.

 

Would your dependants be ok without your income?

Would they be able to afford to live where they are now?

How would you get treatment if the public system couldn't offer you the medication you needed?

Meet Ross and Lisa.

Ross and Lisa are leading Financial Advisers who are committed to offering genuine, honest and straight-forward advice to Kiwi's. With over 16 years of experience, they secure the very best insurance solutions for their clients.

Our Key Services.

Insurance policies include a lot of detail in them, and when you’re searching for cover, you might wonder what is right for your unique situation. That’s where we come in. We are here to guide you every step of the way, and to help you understand all the benefits of each insurance option.

 

Life Insurance Protection

Help your family continue to live the life you had planned together, Life insurance protects your loved ones' future by providing them with a lump sum or monthly payment.

Business and ACC Advice

Avoid putting your small or medium size business at risk as a result of an employee’s prolonged absence, with business insurance options.

Health and Medical Insurance

Have reassurance you’ll be able to receive priority care and alternative treatments that are not government funded, with medical and hospital cover.

Level Your Premium.

Yearly premium increases are a major hesitation for most people when it comes to Life Insurance. We actively manage the premiums of all our clients, and give you practical options to ensure your cover always stays affordable, and is there when you need it most.

What you can expect from us.

Chat

Let’s have an initial 20-30 minute meeting where we can discuss your situation, your needs and your goals. This can be over the phone, at your place or even your favourite cafe. 

Review

We will do a full review of your current situation and assess your needs and financial position. This can include your family and business if applicable. 

Present

We will search the market and develop a personal risk insurance plan that suits your unique situation. We present this to you, in order for you to know exactly what you will be covered for.

Claim

We will be your advocate during what can be an incredibly stressful time. At claim time we are here to help you every step of the way, working with the provider directly.

Support

We will provide ongoing advice through the years, by adapting the policy to suit you, and making sure you always have relevant and cost-effective cover. 

Your time is precious,
don’t waste it.

 

Testimonials.

“I have always felt Ross was right there for us personally, at all times. I would recommend him to anyone in my network, any day.”

— Ojas Mahapatra, Christchurch

“Ross tailored a package that was unique to us and was a pleasure to work with every stage. We would not hesitate to recommend Ross for all insurance needs.”

— Israel and Jess Cooper, Christchurch

“Ross walked us through every step of the way. In a time that we were overwhelmed and scared, the process was easy and it was such a relief not to worry about our finances.”

— Michelle Kinilau, Christchurch


Our Industry Partners.

Who we work with.

Want to learn more about your insurance options?

 

Get a no-obligation review today.