Insurance Providers

We work with the very best New Zealand insurance companies to help provide to you highly personalised and specialised advice suited to your needs.

Personalised Report & Advice

As part of our financial adviser process, we provide a comprehensive, personalised Statement of Advice tailored to you and your family.

This in-depth report includes independent research that allows you to compare the cost, quality, and policy features of all major insurers — helping you make confident, informed decisions with clarity and peace of mind.

We don’t just offer opinions — we back our advice with facts.

Every recommendation is supported in writing with independent analysis from Quality Product Research Ltd (QPR), an Auckland-based firm that evaluates the cost, quality, and fine print of provider policies. Their research ensures you’re getting advice grounded in real data — not sales targets.

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personalised

report and statement of advice (SOA)

tailored to your specific needs