• 12 Pioneer Street, Henderson, Auckland

IMPORTANT TO YOU

While it is crucial to prioritize wealth accumulation as a cornerstone of any extended investment plan, it is equally important to safeguard the aspects of life that hold the utmost significance to you. Our commitment to our clients includes providing them with the chance to engage in conversations about various protective measures by referring them to independent Risk specialists. These protective options encompass:

  • The health of you and your family
  • Trauma and/or terminal illness protection
  • Loss of income and/or redundancy cover
  • Mortgage protection insurance
  • Life insurance to provide for your family.

Regrettably, some borrowers view this as an optional aspect until they are confronted with tragic or life-altering events. The future is uncertain, and having even basic cover can make a significant difference.

Our extensive network includes some of the nation’s leading providers of Risk and Insurance cover, allowing us to customize a selection of solutions to align with your individual requirements and financial constraints.

Key responsibilities

  • LIFE INSURANCE
  • Mortgage Protection Insurance
  • Private Mortgage Insurance (PMI) Removal.
  • Mortgage Life Insurance

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Feel free to get connected with our dedicated bookkeeping account for business.
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