About Us - Trusted Adviser

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NZ OWNED

& OPERATED
//About Us

We are Financial Advice Provider …

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


We believe that your health and your 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 health insurance plans to suit you, your family and your budget.


Our medical insurance specialist advises on health insurance policies you can actually use.


When you take our advice, you will join hundreds of New Zealanders who we help and support to stay healthy, every day.

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Companies

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Products

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Benefits

//Services

Our provided services

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//Great Story

We have a great history to
start our company.

Start

Become a financial adviser

Involved in advisory and financial courses via different insurance company

2015

Licenced by FMA

We hold a licence issued by the Financial Markets Authority (FMA) to provide financial advice.

2010

Registered as a company

Started our own business

2021

//Our Team

Meet our experienced
team member

Shahram Shoar

Financial Adviser & Director
//Testimonial

What our client say
about us

Telephone

+64 21 206 9922

Office Time

Mon - Fri: 9:00 - 18:00