Personal Insurance

Personal Insurance is designed to protect you and your loved ones.  If you have debts to pay and a family to provide for then you should certainly have cover to protect you and your family against events such as death or disability or even a serious illness which will prevent you from meeting your financial commitments and obligations.  The risk is too great to not have cover to provide you with money when you need it most.

There are so many life insurance options and everyone is different and have different needs.  Please feel free to browse my website, but please contact me before you make any decisions on what type of cover you need and how much cover you think you need.

Let me help you prepare and plan so can have money when you need it most.  Normally I go through the following steps with my clients.

  1. The personal interview so we can understand each other.  Then we can move to the next step.
  2. I will provide you with my disclosure document which will outline my professional history and qualifications.
  3. We will gather information about your financial position, goals and what is important to you.
  4. I will then prepare a full written report and recommendation and provided it to you in writing.
  5. I will provide all Insurance quotes based on my written recommendations which can be from a number of insurers.
  6. We make any changes you would like to make before proceeding to the next step.
  7. Once you are happy with everything we will then implement your plan.
  8. If you do not want to proceed, then no problem.  You have my written advice and quotes and we can leave it at that.

Rotorua Insurance Broker

Please feel free contact me anytime for a quote or personal insurance advice on Rotorua 07 349 1270 or 027 477 6796