about you

We’re passionate about understanding our customers and developing personal, empathetic relationships.

When we meet with you to discuss your situation, we’ll take the time to figure out exactly what it is you’re trying to achieve, and exactly what makes you tick. 

It’s all about developing an understanding so we can work together to help you achieve your goals. At Financial Health, we’re a people business, and we’re passionate about the outcomes we deliver for our clients - both now, and in the long run.

 

Easy

We pride ourselves on being easy to deal with. Our goal is to make your life as easy as possible, so you can get on with being all the things you want to be. 

Insurance and Retirement Planning can sometimes come with a whole pile of jargon and technical language - we cut through that and talk to you about your needs in a straightforward manner.

As a member of the AMP Financial Adviser Network, we work with a range of high quality solutions from some of New Zealand’s most respected financial services providers. This means that we always have a product available, whether it be KiwiSaver, Life, Health or General insurance, that works for you.


there when it counts

When you’ve got a great financial health plan in place that helps you achieve your goals and puts you on the path to a great retirement, life can seem pretty grand.

Unfortunately, the plan is there for the event that there is a speed bump on the road, and sometimes these speed bumps can be pretty brutal.

Financial Health commits to being there for our clients in the moment they need us - whether it’s to figure out what to do after a burglary, or to help them navigate the minefield that making a life insurance claim can be.

Having an adviser to advocate for you in moments like this can be the difference between a positive outcome and one that leaves you wondering why you even had insurance in the first place. 

Claim time is when the advice that we’ve given needs to work for you - so we’re there to make sure everything happens as it needs to.

Long term

Being there for our clients in the long run is one of the most important parts of the Financial Health philosophy. Not only does this mean that we maintain a continuous relationship, making it easier for you to achieve your goals, but it means that we can see you get there. Seeing people achieve their long term dreams is a major reason why we’re in business.

We work with our clients to review their situation annually, or whenever a review is required. It’s important to always keep coming back to your plan, as life changes more often than you know it - and these changes can sometimes be the difference between your plan working and there being some gaps you hadn’t accounted for.