Insurance & Investment Services
Trustworthy financial advice that suits your lifestyle.
Are You In Control Of Your Finances?
Being financially secure is a dream most of us share, yet many Kiwis leave their finances, pensions and insurance to chance. Are you financially set-up for retirement? Need some pension advice? Have you moved your pension from the UK to NZ? Are you and your family properly insured ? Thinking of investing?
Norm and Tim, our father and son team, offer clear, experienced and friendly help for your insurance, investment, pensions and Kiwisaver decisions. Don’t leave your financial future to chance.
Personal Insurance
The best time to think about insurance is before you need it – knowing what and how much insurance you need can often be confusing.
UK Pension Transfer to NZ
We can transfer your UK pensions to New Zealand.
Let us obtain a free no obligation quotation from your UK pension provider.
Investments
There are many different types of investment, and there are certain fundamental investment rules which remain constant, helping to ensure your financial success.
KiwiSaver
Improved health and nutrition mean you could easily enjoy 20 or 30 years of active retirement. Your choices in retirement are only limited by two things – your health and your savings.
Pensions & KiwiSaver
It’s our mission to help New Zealanders make the most of their KiwiSaver and Pension funds. This starts by providing effective financial guidance, in down-to-earth language you can understand.
You will personally be looked after at every step with open, honest advice. Let’s get started.
Investments and Savings
There are many different types of investment, and there are certain fundamental investment rules which remain constant, helping to ensure your financial success. We can help you decide on an investment and savings strategy you feel comfortable with and importantly helps your future.