Financial Advisers who meet your needs.
What we’re about
We know Insurance is one of those things which no one really wants. But, it’s part of life, and many of us need it to fill gaps we cannot financially afford to fill on our own, both personally, and in our businesses as well.
We are honest, transparent people just like you, and we want to help you find the best solution for your situation. We don’t recommend insurances for the sake of it, or try to up sell you on things you don’t need.
We want to work with you for life, guiding you through each step to help you be in the best financial position you can be.
A good financial adviser is something everyone should have on their team, no matter who you are, what you do, or where you want to go.
"Trust and responsiveness and both very important attributes in our industry. And I believe you have them both in spades."
— Amanda M, Solutions Client.
FAQs
How much does it cost to use a financial adviser?
We are paid directly by the financial providers we use. E.g., if we put an Insurance policy in place for you, the insurance provider pays us a percentage amount. This does not make your premiums more expensive because you chose to seek financial advice.
Alternatively, we can charge you a fee of $150 per hour for our advice, and not receive commission from the financial providers.
Why would I use a financial adviser?
There are many different products and providers available, some of which you can only access by using a financial adviser.
Using a Financial Adviser allows you to have a tailored plan made for you. You do not have to proceed with that plan, just because we have put it together for you. It is simply our recommendation on what we think you need for your situation.
Why should I use Solutions over other Financial Advisers?
We are some of the only Financial Advisers in New Zealand who understand the insurance market inside and out. Kevin has been heavily involved in the creation of many of these products which are available today. He knows what clients want out of Insurance, and has strong connections in the industry to help shape what it looks like now, and in the future.
We also pride ourselves on offering personalised, timely service to our clients, as we want to give our clients the service we would expect ourselves.
We create partnerships for life, and want to work with you for many years as you progress through life’s milestones.
We are picky about the type of clients we take on, as we want like-minded people who can get the most out of our services.
Can you help me if I already have some insurances in place?
Yes, we frequently meet clients who have existing insurances. We can work these into our recommendation for you with no problem.
Other than Insurance, what else do you do?
We are facilitators for all of your financial needs. If you don’t have a Will, we can put you in touch with someone who can