Insurance

We get it. No one wants to think about the worst-case scenario, but if life throws a curveball, we all want to know our loved ones will be okay. Having the right safety net is even more important when extended family live far away. From health insurance to income protection and life cover, we’ll help you find the best insurance coverage and negotiate the best terms for your needs.

But we’re not here to simply sell you a policy and clip the ticket.

We’re here to stand beside you and your family for the long haul. We don’t just want to help you insure your wealth, we want to help you grow your wealth. We want to help you plan to reduce your mortgage and grow your KiwiSaver, so you can control your insurance costs and build true financial freedom.

And because we get to know your family, we’ll be thinking proactively about your changing needs over time. As you financial security grows, we can look at reducing your insurance cover. If your family situation changes, then we’ll look at your health insurance. 

Most importantly, if the worst should happen, you don’t want your family digging around to find policies or phoning an 0800 number. You need someone who cares about your family, who has all the policy details and can sort everything out for them, ASAP. 

It’s our privilege to support your family in good times and bad.

You and your family deserve personal advice and ongoing support and care from your insurance broker. For a free chat about your insurance needs, get in touch.

Call us on 0508 946 3767 (0508 WINDSOR) to book a free initial chat and let’s get started.

"I have had the pleasure of dealing on an almost weekly - sometimes daily! - basis with Brett for the past six months while we navigated the lengthy process of updating our 19-year old life and health insurance portfolio. Throughout the entire time, Brett was unfailingly good-humoured and patient, offering sound, unbiased advice on the options available to us. His knowledge and expertise in financial matters is extensive and it is this broad perspective, combined with his genuine customer focus, that makes him an exceptional financial advisor. I look forward to dealing with him for years to come. Thanks, Brett! "

SUE HOWLETT