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

  • BNZ

  • CFML

  • Cressida Capital

  • DBR

  • First Mortgage Trust

  • Heartland Bank

  • Liberty Financial Limited

  • NZCU

  • Pepper

  • RESIMAC

  • SBS Bank

  • Select Home Loan

  • Southern Cross

  • Sovereign

  • The Co-operative Bank

  • Westpac

 

I source insurance from a panel of insurers.

The current insurers I can use are:

  • Accuro

  • AIA

  • AIB Group Insurance F&G

  • Asteron Life

  • Cigna

  • Fidelity Life

  • NIB

  • Partners Life

I can also help you with the following services through my referral partners:

  • Asset Finance

  • 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.