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Life Insurance

You have made some big decisions and taken on some risk to get ahead (go you), maybe even some debt. You want to make sure that don’t leave behind a burden for others when you do wander off this mortal coil. This is your opportunity to set up and provide for the future.

A lump sum amount of money left for your legacy. Maybe even provide some of the wins from your risk-taking now directly to others in the future – keeps it clean and tidy.

Clear that debt and create wealth in all aspects.

Health Insurance

You are working hard and being the best version of yourself. This means you can’t afford to spend time in the public health system – fast track your medical treatment; less wait time to have tests such as x-rays, MRI, CT scans and see a specialist Doctor of your choice. 

Rely on that one person you know and trust (that’s me) to manage and support your illness and claim. 

Weirdly medical insurance is insurance within insurance as it gives you the greatest opportunity of survival from an illness or longevity with life with medication not available to the New Zealand Public such as non-pharmac drugs.

Income Protection

Ok so, if you lose your phone on that one off night you decided to have shots like you were 18 again and had to pay a soil-age fee in the taxi home, that is annoying and embarrassing, but it is just a phone, you can just buy another one because you have a job and are earning money or you had insurance for it so you just wham in a claim for it.

But what if you can’t earn any money because you got sick?

This is your opportunity to have consistent pay and secure your lifestyle and financial commitments. 

Mortgage Protection

You have worked hard saving every penny to get on to the property ladder, so don’t blow out now. Ensure your mortgage payments are met if you are off sick due to a minor or major illness. 

You can cover 110% of your mortgage cover. 

If off work due to an accident, you can receive 110% of your mortgage costs and full ACC payments. 

Trauma Insurance

Even when you are the best version of yourself sometimes you need that golden egg just like Veronica Salt (my first ever Willy Wonka reference). Trauma insurance does just that, a lump sum cash payment to support you and your loved ones if you fall sick with a serious illness at your discretion.

Clear debt and fund time off work if you or a child becomes ill. 

Use the lump sum cash to fund medical treatment if it is not available in New Zealand.

Our Process

Contact Us

Step 1: It all starts with the conversation so let us talk, via phone, email, txt, video call or face to face - whatever is easiest

Goal Setting

Step 2: Knowing where you want to be, I can not only show you how to get there, with the tools and solutions I provide I can assist you in doing so.

Apply

Step 3: Apply for the proposed insurer and complete an application either by phone, video chat or face to face, that is up to you!

Congratulations!!

Step 4: Congratulations you have insurance and your better future is shaped! Welcome to the world of being an adult, I hope your Mum isn’t making your lunches anymore. But that’s not the end of our relationship, I am actively interested in you meeting your goals and being your best.

Uh Oh!!!

Step 5: Uh Oh, you are sick, a child is sick, or someone has died – contact me ASAP and I will be your number one support and guide you through executing our plan. Let’s get it done and dominate it.

Want to work with us? Send us a message!

If you have any questions or would like to discuss the best Insurance options for you, contact us now. We'd love to have a chat!