Nature and scope of advice
I provide advice to our clients about loan products for home, business, construction, and investment, as well as insurance.
The types of insurance products that I can give advice on are – life, trauma, income protection, permanent disablement and health.
I only give financial advice about products from certain providers.
The current lenders I can use are:
ANZ
ASAP Finance Limited
ASB
Avanti Finance
Basecorp Finance
Bizcap
BNZ
CFML
Cressida Capital
DBR
Finbase Finance
First Mortgage Trust
Funding Partners
General Finance
Heartland Bank
Liberty Financial Limited
Unity Credit Union NZ
Pallas Capital
Pepper Money
Prospa
SBS Bank
Southern Cross Partners
Sovereign
The Co-operative Bank
Westpac
XCEDA Finance
I source insurance from a panel of insurers.
The current insurers I can use are:
Accuro
AIA
Asteron Life
Cigna
Fidelity Life
NIB
Partners Life
I can also help you with the following services through my referral partners:
AIB Group Insurance F&G
Better Finance
Initio – F&G
Koura Wealth
Tower - F&G
UK Pension Transfers
XE Money
What I don’t provide
I do not provide advice on KiwiSaver, financial investment, and tax or legal matters. I can however refer you to someone who provides these services.