Insurance

With life insurance, income protection, private medical insurance, trauma and TPD options, we can help with finances needed to cover that unexpected event.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

Insurance

With life insurance, income protection, private medical insurance, trauma and TPD options, we can help with finances needed to cover that unexpected event.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

Life Insurance

Pays the amount insured to your loved ones left behind on the insured’s death due to illness or accident. It can also provide an income for your family when the breadwinner dies.

Get in touch

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Income Protection (Disability Insurance)

Income Protection or “disability insurance” provides the insured person with an income to pay their mortgage or living costs when they are unable to work as a result of illness or injury.

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Trauma Insurance

Trauma , “critical illness cover” or “dreaded disease cover” provides emergency funding should the insured person suffer one of the stated conditions. Mostly cancer, heart attack or stroke.

It is to provide a safety net for loved ones to make sure that the affected person recover’s fully.

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Total and Permanent Disablement (TPD) Insurance

TPD pays a lump sum payment should you become indefinitely disabled and not able to work permanently. While very low risk it provides a payment to fund life changing events.

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Why Insurance

Lindy says “without insurance, she believes she’d have sold her house and be living in a caravan – or dead”. Play the video below to hear her story…

I’m so grateful I kept it (mortgage protection)

With regards to mortgage protection, I’m so grateful I kept it. I was going to cancel this in 2015 when my ex-husband and I split and we sold the house (I am still renting and cannot see this changing) but Pete convinced me not to. As it turned out it was good that I didn’t cancel it, as I hurt…read more

Delwyn

Provided us with funds when we really needed it

One usually has insurance for peace of mind, but while playing tennis last year I suffered a heart attack. I didn’t think it could ever happen to me. My Trauma insurance provided us with funds when we really needed it.

Richard

Invaluable to my business

I went to work as per normal on Wednesday morning, by Thursday I was in hospital and by Friday I was in ICU. My trauma cover pay-out and the advice I received from Pete, ensured my business continued to operate without me and I returned to my normal life when I recovered. It was invaluable to my business and my…read more

Mark Business Owner, Nelson

Craig, a Bank Manager for a large Bank in Auckland says

Being one to regularly review my insurances, I was pleasantly surprised to learn from Mike at one of these reviews that I had a claim for my kneecap I had fractured in a fall a few months prior to the meeting. This was an unexpected windfall when I really needed it. This has definitely reinforced my opinion of the value…read more

Craig Bank Manager, Auckland

Paddy a farmer in Tasman has the following to say about reviewing your insurances regularly

On a recent review with Mike and Pete I discovered to my surprise that I had a claim for an injury to my wrist I had done nearly 6 months back. The claim that was paid to us really helped us to navigate Covid and couldn’t have come at a better time, my advice - always review your insurance!

Paddy Farmer, Tasman

See our Testimonials