I can only assist NZ citizens, Permanent Residents, or long-term visa holders currently residing in NZ. I specialise in Life, Health, and disability insurances for both personal and business clients. I cannot assist you with Car, House, Contents, or Liability insurances.

The offer cannot be redeemed for cash.

The offer is valid for a golf lesson(s) of the client’s choice up to the value of $150 NZD, Green Fees at a course of their choosing, or, golfing equipment or merchandise from a NZ golf retailer.

If new policies have multiple people insured or you take out multiple policies, the value redeemable is a total of $150 for all policies.

You can nominate someone to be the recipient of the golf lessons if you choose.

Offer is redeemable only on completion of the full advice process. The full advice process refers to the initial client needs assessment, a video call or in person meeting to go through recommendations, cover application or decision on how to proceed, and relevant documents completed and signed where required.

I am a qualified and registered Financial Adviser. I have duties under the Financial Markets Conduct Act and compliance obligations to ensure I am always acting in my clients’ best interests. For this reason, due to existing insurances, health conditions, or other circumstances I am sometimes not able to implement new insurances, or your existing covers may be more suited. I am passionate about giving quality, fit for purpose advice and recommendations will not be made just for the benefit of this promotion.

My service is 100% free and I am paid via commission from a range of NZ’s leading insurers. For the purpose of this promotion, a minimum annual insurance premium amount of $10 per week applies.

If your insurance cover is reduced or cancelled within two years, I am required to pay back some or all the commission paid to my company. While I stand by my advice and don’t pass these on to my clients if they occur. For the purposes of this promotion if an insurance policy is cancelled or reduced, I reserve the right to charge a cancellation fee equivalent to the amount paid for the promotional offer.

Generally, I cannot assist those under 21 years of age. If you are under the age of 21 and financially dependent on your own income I may still be able to assist.

To be eligible for this promotion clients must complete my advice process prior to 31st August 2025.

Promotion must be redeemed within 12 months of fully completing the advice process.