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NZ OWNED

& OPERATED
//About Us

We are Financial Advice Provider …

We are not just giving you advice; we work for our clients and stand by their side.


We believe that your health and financial wellness are your most priority which needs to be first protected. This proves that the reliable insurance policy and its benefits should be easy to understand, easy to claim on and most of all good value.


We have over 11 years’ experience in advising insurance policies and we know a thing or two about the cover New Zealanders need. So, we would design a personalised range of insurance plans to suit you, your family and your budget.

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Companies

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Products

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Benefits

//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.

  • Your Financial Structure

    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.

  • 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.

  • 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.

Telephone

+64 21 206 9922

//Our Team

Meet our experienced
team member

Shahram Shoar

Financial Adviser & Director
//Testimonial

What our client say
about us

Not sure what you need?

//Our Blog post

Latest post

Five Reasons Why You Should Consider Comprehensive Health Insurance

By admin 11 June 2021

1- Greater Choice You choose who you receive treatment from, ...

Your COVID-19 vaccination questions answered

By admin 11 June 2021

Getting vaccinated is a personal choice. We need vaccines to ...

Is looking after your eye health, getting overlooked?

By admin 23 June 2021

Vision is one of our most important senses – and ...

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//Get In Touch

Have Questions?

Contact Us

Contact Us