I offer you a tailored insurance solution to fit your circumstances. Every client has a unique situation and I pride myself in making sure that the insurance plan  I come up with will offer you, your family, or business partners, the most protection and value for the money spent.

Not all insurance covers are the same. It’s my job to make sure that the insurance covers you have will be the best solution for you.

In order to do this, I offer you the following services:

Insurance reviews:

I will help you determine the ideal mix of insurance covers that you need.  By asking you a lot of questions and looking at your personal situation, I build a picture of where you are at and then determine an ideal risk solution for you.

By having an insurance plan in place, your family or business partners will have funds available so any economic loss from not having you around is covered.

Health insurance offerings:

I look at your health insurance requirements and then help you select the cover that offers the best protection based on what you need. 

Health insurance covers the actual cost of getting medical intervention that is not paid for by the public hospital system. It means you don’t have to wait for the local District Health Board to prioritise you. I would generally recommend cover for the more major health issues such as surgical treatment, specialist appointments and tests.

Claims reviews:

In the event of a claim I stand by you through the whole process and make sure it’s as simple as possible.

If for some reason your claim gets stuck in the system, I will use the power of Plus4 to review the claim, and if appropriate, I will make a representation to the company to help get your claim settled. 

House, contents and cars:

Your home and contents need to be covered. While I don’t act as a broker in this area, we a have close association with Thorner Fire and General. They will do an outstanding job of assisting you to get the insurance covers to best fit your need.

Checking what you currently have:

I am often asked to review the insurance cover my clients currently have and check if they are still fit for purpose. I am happy to do this and often find that the insurance cover is either suitable or not required at all. Insurance is all about covering risk. A proper review will allow me to make sure that the risks you face are either insured against or not insured against. I help you understand your position. If you are uninsured, I make it clear to you that you are self-insuring against these eventualities.

In business – you need a unique solution

By working with you I can come up with a programme that will offer you and your fellow directors and shareholders protection against the unexpected. By working closely with other professionals such as your accountant and lawyer, I can make sure that the risks you face are understood and potentially insured against. By taking the time to understand your business, I will help you come up with a plan that will work for you.