A financial services firm offering insurance, KiwiSaver management and employee benefits for businesses, families and individuals. The firm is at 2/272 Parnell Road. It says its team has more than 50 years of combined experience.
Insurance covers business and family needs, from protecting income and health to protecting assets. The KiwiSaver service helps clients choose and manage a plan for retirement. The employee benefits programme is designed for businesses that want to keep their staff, with health and lifestyle perks. For clients with larger wealth, the firm offers bespoke advice on structuring and protecting assets, business and family. A client praised the team for making the process easy to understand, answering questions and explaining policies and insurance terms.