We understand that financial planning and choosing the right insurance can be overwhelming and expensive. That's why we offer our service at no cost to you. We partner with trusted financial advisors who can create a personalized financial plan for you and recommend suitable insurance options. If you decide to move forward with their insurance recommendations, they (and we) receive a commission from the insurance provider at no added cost to you.

1. Cost-free expert advice: We connect you with top financial advisors in Auckland and nationwide, at no cost to you. The advisor receives a commission from the insurance provider, and we receive a small referral fee, ensuring quality without impacting your wallet.

2. Customized plans for your family: Our advisors don't believe in one-size-fits-all solutions. They'll craft a personalized financial plan considering your mortgage, young dependents, and future goals.

3. Life insurance made easy: No jargon, no pressure. Our advisors simplify the process, explaining different life insurance types and finding the best fit for your unique needs.

4. Multiple provider options: Forget shopping around! Your advisor compares leading insurance providers in NZ, ensuring you get the best coverage at competitive rates.

5. Beyond life insurance: Your advisor goes beyond life insurance policies, offering invaluable guidance and support through life's unexpected twists and turns, all at no additional expense to you.

Absolutely! Life insurance provides financial security if something unexpected happens, ensuring your family can manage mortgage payments and maintain their lifestyle.

Our advisors will work with you to assess your needs and recommend the right coverage amount to secure your loved ones' future.

A plan gives you clarity and control over your finances, reducing stress and ensuring you reach your financial goals.

Why a Financial Advisor Beats Online Life Insurance

Shopping for life insurance online can be tempting, especially with promises of cheap premiums. But when it comes to protecting your loved ones, choosing the right coverage is crucial. That's where a trusted financial advisor comes in.

They're your personalized insurance expert, ensuring you:

Get a Perfect Fit:

-Tailored Coverage: Forget cookie-cutter policies. Advisors analyze your financial needs, goals, and family situation to craft a unique coverage plan that truly protects what matters.

-Detailed Underwriting: Unlike many online companies, advisors guide you through thorough underwriting, minimizing the risk of claim denials later. Think of it as a health check for your insurance, maximizing the chances of your family receiving your policy's full benefits when needed.

Gain Trusted Guidance:

-Clear Understanding: Insurance jargon can be confusing. Advisors demystify the complexities, explaining your options and policy details in plain language, ensuring you know exactly what you're investing in.

-Ongoing Support: Need updates or policy adjustments? Advisors are your lifelong partners, proactively managing your coverage and offering continuous guidance as your life and needs evolve.

Minimize Risks and Maximize Value:

-Hidden Costs Exposed: Cheap online policies may seem attractive, but hidden fees and limitations can surprise you later. Advisors reveal the complete picture, helping you avoid pitfalls and find cost-effective plans that deliver real value.

-Peace of Mind: Choosing the right insurance isn't just about money. It's about securing your family's future. Advisors provide expert guidance, allowing you to rest assured that your loved ones are well-protected, giving you valuable peace of mind.

Remember: While online options offer convenience, they often lack the personalization, expertise, and ongoing support that a financial advisor provides. Investing in a trusted advisor's guidance means ensuring your insurance truly fulfills its purpose: safeguarding your loved ones when they need it most.

We match you with experienced, trusted advisors based on your location, needs, and preferred communication style.

Not at all! Our advisors offer independent advice based on your needs, not commissions.

 Absolutely! We prioritize data security and only share your information with qualified advisors who adhere to strict confidentiality guidelines

 Simply fill click the button below. fill out the form, and pick a time to speak with our team.