Following our past experience as school Principals, we both bring an extensive range of skills to the role of Insurance Advisers, which is mainly about engaging with people from all walks of life.

As advisers, we work to source the best insurance package for our clients from a wide range of providers that is best suited to their needs and budgets.

We specialise in tailoring and restructuring people’s existing personal insurances and any new covers, to ensure long-term affordability and sustainability.

Your annual premiums may be beginning to rise- it is pretty sobering to know that between the ages of 40 to 70; typical stepped  (or rate for age) insurance premiums go up:

• Life premiums go up by 1000%


• Trauma goes up by 2000% and


• health goes up >2000%.

We are able to level core parts of your premiums through restructuring.  This will save you tens of thousands of future premium costs to ensure that you are still covered at an age when you are mostly likely to want to receive policy benefits!  We can do this by locking in the premiums at today’s rates. We can show you exactly where your premium costs are heading and then together we can choose the best package to suit your budget and needs.

Kym also can review your KiwiSaver to maximise the outcomes of this.  Many people are missing out on thousands of dollars, as they haven't structured their KiwiSaver to suit their timeframes, goals and tolerance.  In a simple meeting clients can review this and see exactly what their plan can be to ensure they are maximising the amount they can realise.

All our services are FREE TO CLIENTS - so call us!

Mark 027 5310611 or Kym 027 2378860