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Professional Financial Advice
Specialist in risk insurance and ACC
Over 20 years of experience
You work hard to run a business and create your livelihood. That hard work and income security needs to be protected should the unthinkable happen.
We help you create financial security for yourself and your loved ones. That means you can get on with business without worrying about what will happen if life throws you lemons.
I can help you with...
Professional Financial Advice
Income protection and ACC
Health insurance
How the process works
I gather information
I sit down with you in-person or on Zoom and gather the information we need.
I present recommendations
I present a recommended insurance solution based on your information.
You have peace of mind!
You have an insurance plan in place and know i will be there at claim time if you need us.
Get the right insurance solution for you
What clients are saying
“I was feeling a little neglected by the existing provider who simply sent out renewals each year but didn't make any contact to discuss reviewing our situation.
Working with Tony was great, he's a pleasant, approachable and personable human. From a business perspective, he is patient, thorough and can be relied upon to do exactly what he says he will do.
I now feel confident that both myself and my wife are suitably covered and that our insurances reflect our lives and lifestyle. We have one less thing to worry about and are grateful. ”
Adrian Whistler
“Once our insurance was in place I felt a sense of relief knowing that if anything goes wrong things are covered.
Working with you is easy Tony! You were focused on us and our situation and what was going to work for us.
The insurance process was completed and OK. Again relief that it is sorted and my kids will be covered for life's up and downs!”
Claire Manning
About
I have been helping clients with their insurance needs since 1995. I will work with you to tailor an insurance solution that works best for your circumstances
