Every family is different so every financial plan should be, too. We’ll help you review every aspect of your finances and then show you how to fine-tune your lifestyle to achieve your goals.
//Services
YOUR Health & Financial Wellness,
OUR main priority.
Health Insurance
The funding to enable you to have private medical treatments and gives you an immediate access and a broader range of treatment options
KiwiSaver
A voluntary savings scheme to help set resident of New Zealand up for their first home funding and retirement.
General and Commercial Insurance
Includes Home, Contents, Vehicle (Car, Motorbike, Boat), Commercial and Business insurances
//Why Choose us
We care. We listen. We act. It’s what we do.
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Your Financial Structure
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Ongoing Support
It is the most important aspect of any financial plan. We make sure you are achieving your short-term goals as well as your lifetime goals. We help you to stay on track and to adjust your plan as your circumstances change.
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Claiming is easy
It’s our promise to take care of you when you need us most. Our core business is assisting you with your claims and being there for you.
//Our Team
Meet our experienced
team member
Shahram Shoar
Financial Adviser & Director//Our Blog post
Latest post
Five Reasons Why You Should Consider Comprehensive Health Insurance
‘Why do I need a private health insurance when public ...
Your COVID-19 vaccination questions answered
Getting vaccinated is a personal choice. We need vaccines to ...
Is looking after your eye health, getting overlooked?
Vision is one of our most important senses – and ...
//Testimonial
What our client say
about us
” Being available at all time to help through different health issues, that’s what I needed. “
62yrs old Male
Senior Marketer” I received all the help needed when faced the difficulty cause my adviser have done a good initial job. “
33yrs old Male
Senior Marketer” Having my adviser in my corner when I was dealing with a difficult health issue, was quite simply priceless. “
55yrs old Female
Senior Marketer” Peace of mind, that’s one of the best things about working with a quality insurance adviser. “
37yrs old Female
Senior Marketer