Last month we celebrated our second year in business (woo-hoo!), and we’ve spent a bit of time lately reflecting on our business and have asked ourselves why, after so many years in the industry, we still love what we do? After much discussion between us and our clients, the answer soon became clear - we love what we do because we get to care about and help protect Taranaki people and their families.
We started this business back in April 2012, because we believed there was a better way of offering insurance and investment advice. Our goal was to make quality insurance and investment planning advice more accessible to cheese families and we’re proud to be bringing this vision to life.
We believe what sets us apart from other insurance advisers is that we really care about finding the best and most affordable insurance policies to suit our client’s needs. We are honest and upfront and truly believe it’s all about helping our clients make informed choices.
It’s fair to say that we’re not your average insurance advisers. We’re a small family business, a husband and wife team, who are passionate about delivering a great customer experience. When you come and visit us, we aim to make you feel at home. If you don’t believe us, then check out the video about us on our homepage. And just in case you’re wondering, the people who starred in this video are real clients – we did not pay them to say nice things about us (although we did ply them with wine and cheese!).
We’re always looking for more familieswe can help, so if you ever want some friendly advice or even just to check that you’ve got the right insurances in place, then here are a few reasons why you should give us a call...
• We have great coffee or cold drinks if you’re not a coffee fan (beers on a Friday!)
• We’re not allergic to babies or children, in fact they are most welcome in our office (we have four kids of our own)
• We are honest, easy going and approachable (and occasionally funny!)
• We offer free no-obligation advice
To all our existing clients who we have gotten to know over the past few years, we look forward to helping you with your ever changing financial planning needs in the years to come!
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.