Insurance Planning

The single best thing you can do is talk to a financial planner. 

We’ll look at your income, your outgoings, and at your overall exposure. There are so many options for insurance too, with health insurance, life insurance as well as income protection insurance. Every policy is different, and they may not all work for you and your situation. As a financial planner, we know the ins and outs and can help you make the best decisions for your specific circumstances. 

Have you protected your biggest asset?

Your biggest asset is you, and the future income you will provide. You are the source of the income that keeps the rent or mortgage paid, the kids clothed and fed, and the power on.

An ounce of protection is better than a pound of cure. Protecting your biggest asset is an essential part of financial planning and one you will never regret.

Personal Insurance, A Guide to Health Wealth and Life Cover (FREE EBOOK)

Not sure what sort of insurance makes sense for you at what stage of life? Or even what the different types of insurance are that you might need to think about?

This complimentary 15-page eBook written for NZ consumers tells you what you need to know… right down to how to work out for yourself what you might need. You are guaranteed to get something out of the 14 tips we have provided here together with the easy to understand explanations. With our compliments!

“Sam’s approach is not about ‘doing a deal’ but seeks to form a partnership with you. Transparent communication is ongoing and Sam takes pride in helping his clients create a strong foundation for their future.”

F Ramos

Strategic Financial Planning

Retirement Planning

Investment Advice

Borrowing and Lending