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About Us

Six Step Financial Services Limited is an independent financial services provider and offers a comprehensive financial planning product to suit you personally or uniquely developed to provide for your business needs.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

About Us

Six Step Financial Services Limited is an independent financial services provider and offers a comprehensive financial planning product to suit you personally or uniquely developed to provide for your business needs.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

We are completely independent and not affiliated to any one insurance company. A New Zealand owned Adviser Company with access to a myriad of competitive products to suit your needs. Our advice is supported by independent ratings supplied by QPR and any recommendations made by us are independently verified.

Meet Your Team

Mike O’Reilly
Principal Advisor/Director

Mike O’Reilly

Mike has a legal background and has worked in the insurance industry albeit in a legal capacity since 1987. He ran his own legal practise for 7 years acting for large insurance companies like Med Scheme, Sanlam and Old Mutual and made New Zealand his home in 2009.

Mike is a very loving family man, and family has always come first. He has two almost grown up children and shares a love for Classic cars with his son and is currently restoring a Z28 Chevy Camaro.

The financial services industry is a nice fit in that Mike can provide a client with comprehensive advice as a result of his own personal experience acting for clients who have not had the comfort of being insured in times of need!

Kay Stuart
Advisor Support / Risk Compliance officer / Practice Manager

Kay Stuart

Kay as our Practice Manager is an integral part of our team. She is the first point of contact and provides a highly efficient interface with client enquiries and Providers regarding servicing of policies. She is also our Claims Manager and can provide an empathetic voice to clients when processing their claims. Kay prides herself in delivering excellent service, believing all clients deserve prompt professional service.

Outside of work, Kay spends time with her young daughter and husband Andrew walking, cycling and socialising with friends.

Caroline O’Reilly
IT and Advisor Support

Caroline O’Reilly

From an extensive working background in business start-up to supporting and working alongside Mike in several administrative roles. Caroline believes in honesty and integrity and loves a challenge. Making herself helpful is a top priority.

Moving to Nelson in 2020 to embrace the outdoors lifestyle, she loves living near the ocean, being able to paddleboard, swim and cycle. Caroline has a passion to motivate and encourage anyone to achieve their goals both in day to day life and business. “If you’ve never failed, you’ve never tried anything new” Albert Einstein

Why you should be talking to us

We are dedicated towards providing the highest level of service to our clients, and the widest range of products, as well as offering valuable advice and guidance every step of the way.

We value your business

We know that your business is very important to you, you have worked hard to get it to where it is, so we want to make sure that you get the right advice in protecting it.

Six Step is completely independent

You can trust that you are getting advice that is specific for you and your business without any interference.

Wide selection of options

We can provide you a wide selection of options tailored to your own personal needs

Ongoing support

We value our relationships and provide ongoing support that you can rely on

Accountability

Our business depends on referrals which means we have to get it right

Affordability

We believe in affordable insurance so will always aim to recommend not only the best options but also at the best price

What our clients say

We have helped a lot of clients and are not shy about showing off our successes with them. Check out what our clients have to say about their own experiences with us.

Request a free call back

All consultants are able to give you a free call back at any time.

Request a free call back

Our Trusted Affiliates

Six Step Financial Services Limited

161 Tasman Street, Nelson 7010

A proud member of

My Solutions

Six Step Financial is a proud member of My Solutions. For further information please click here.

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