A strong commitment to putting their clients’ needs first is paying dividends for the owners of Foresight Financial Planning. Founded early last year by Mike and Amanda Lay, the couple’s enthusiasm for giving their clients the best financial planning, insurance and investment advice is testament to the kind of people they are – honest, caring and down to earth.
Having worked for other financial services companies in both the United Kingdom and New Zealand for the past twenty six years, Mike decided to take on the challenge of starting his own adviser business in order to provide his clients with a more personal service and give them better access to the best products available on the market.
As an Authorised Financial Advisor, Mike provides his clients with a wide range of advice from simple life insurance, through to the more complex areas of trauma, disability, income protection, medical and business insurances. He also has a proven track record in providing his clients with
investment, savings, KiwiSaver and retirement planning advice.
At the heart of Foresight Financial Planning are two core values – putting their clients first and providing truly unbiased advice. “What sets us apart from other insurance advisors is that we are under no obligation to place certain amounts of business with particular insurance companies,” Mike says. “Although this means we miss out on some of the big monetary incentives, we believe that this allows us to search the market to find the best fit to meet each client’s individual needs.”
While Mike dishes out the advice, Amanda manages the administration side of the business and runs a very busy household, looking after their four children. After relocating to New Zealand eight years ago, they are proud to call Taranaki their home. “We absolutely love it here,” says Amanda. “We believe Taranaki is the best place in the world to live, work and raise our family.”
And what’s not to love? Their newly built offices are set in a place like no other on the edge of their sunny property. Complete with a pet goat, their puppy Guinness and a great cup of coffee, everything they do reflects their personal approach to doing business.
While their business is going from strength to strength, they always welcome new clients and offer free consultations to anyone who needs insurance or investment advice. “Our services are completely free for our clients,” says Amanda. “We’re only too happy to sit down with anyone who is interested in having a no-obligation chat about their insurance, KiwiSaver, savings or investment needs.”
A free disclosure statement is available on request.
Foresight Financial Planning received HighlyCommended in the New Business Excellence category in the Taranaki Business Awards 2013.