Making Advice Easy
We are a small family based business, helping personal and business clients with their insurance and investment planning needs. Whatever your requirements, we pride ourselves on providing quality advice.
With access to all the major providers in the market, we do not have any financial obligations to use any particular provider.
This means that you can be sure of the very best advice that suits your own specific situation. If you are looking for someone who won’t tell you what to do but will give you lots of ideas allowing you to make informed decisions that suit you (and your budget), we could be a perfect fit.
Financial Advice NZ
Michael has been awaded the 'Trusted Adviser' mark by Financial Advice NZ.
The Trusted Adviser mark is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code. Financial Advice NZ members who have this designation are able to show the public that their high level of qualification, experience and ethics has been recognised by a professional body.
"I have had Michael review our insurances and financial situation. He provided us with an excellent review of our situation and went to the trouble of contacting our accountant and ACC to clarify some points. Very professional and easy to understand. I would highly recommend Michael without hesitation."
"I know that when I call Michael that I will get great advice and that everything is taken care of. He listens to what I need and finds the best solution depending on the situation. I know I can rely on him to look after my best interests, and advise me when things need reviewing. Lovely person as well - what more could you want?!"
"Michael has provided services for me in the past year and I would recommend him to any prospective client looking for Insurance and Investment broker assistance and advice. He is clear with his information, easy to communicate with, provides a prompt and thorough service with detailed options, and looks to provide the best outcome for his clients."