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Personal Risk Insurances
By personal risks we mean –
- Unexpected death,
- Serious illness or disability
- Loss of Income due to illness or disability
- Getting access to private medical care and leading drug treatments.
We will provide a comprehensive insurance plan for you that will be tailored to your specific needs. When determining what these needs are, we ask you what financial help you would need should any of the events above occur unexpectedly in your life. This means the insurance plan we develop for you is built around what you want. It is designed to ensure to the extent possible, that each of the financial outcomes you need can be delivered if the unexpected happens. We also know that the cost of any insurance plan will need to fit within your budget, so we will make any adjustments necessary to make the plan affordable for you.
We have access to leading life, disability and medical insurers. We also have access to excellent research tools which enable us to advise on which insurer can offer you the best cost/benefit solution to meet your needs.
Arranging the insurance for you is only part of the service we provide. Should you have a claim on your policy we can manage this process for you too. Our aim will be to get your claim paid as quickly as possible and limit the need for you or your family becoming involved in this process.
The insurance products most commonly used in the advice we provide are:-
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Life Cover
Life cover pays a lump sum on death or, on the diagnosis of a terminal illness that will likely result in death within 12 months. It provides peace of mind that the financial wellbeing of your loved ones will not be compromised should you die unexpectedly. It can be used for things like –
- Repaying all or part of your mortgage debt
- Replacing lost income for a period of time.
- Covering the costs of tertiary education for your children.
- Covering a period of unpaid bereavement leave
- Contributing towards funeral expenses


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Income Protection insurance
These insurances pay a monthly benefit where illness or disability prevents you from working and your income ceases. Many people overlook the fact that their ability to continue earning an income is probably their greatest financial asset however it is often not covered with insurance. Do a simple calculation yourself? Multiply your current gross annual salary by the number of years you will work until retirement, and you will be surprised. Then ask yourself the question, how would I cope financially if my income suddenly ceased? You can insure up 75% of your gross income and in most cases the premium you pay is currently tax deductible.
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Total & Permanent Disability insurance
This type of insurance covers those situations where an illness or disability is such that you will never ever be able to work again. Disabilities of this nature have a greater financial impact than death because not only has the income of the disabled person been lost forever, the cost of their ongoing care must be met as well.


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Trauma Insurance
This type of insurance covers those situations where an illness or disability is such that you will never ever be able to work again. Disabilities of this nature have a greater financial impact than death because not only has the income of the disabled person been lost forever, the cost of their ongoing care must be met as well.
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Health Insurance
We are very lucky in New Zealand to have a public health system that is free and equipped to handle acute medical conditions. It does however struggle at times to cope with non-acute cases and waiting lists for treatment can be long and sometimes stressful.


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House Insurance

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Mortgage Repayment insurance
This works in an almost identical way to Income Protection insurance except it allows you to insure your regular mortgage repayment. Having this type of cover in place gives you the peace of mind knowing that if illness or injury prevents you from working and your income ceases, then at least your mortgage repayments will be taken care of.
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Contents Insurance


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Vehicle Insurance
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Marine Insurance
