Life insurance consulting in Wellington

“Simon O'Neill at Velocity Financial was outstanding in helping my wife Sofia and me reinstate and adjust our life, critical illness, and income protection insurances after relocating back to New Zealand. He took the time to truly understand our needs and made the complex terminology and process easy to navigate. Simon guided us every step of the way, kept us informed, and helped us secure the right protection at a cost within our budget. We highly recommend Simon!”

“Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.”

“I came to New Zealand six months ago without any knowledge of the financial situation or options in New Zealand. Juliya suggested what I should do, and together we created a pathway for me to save money and buy my own property. Now, I am smoothly moving along my personal pathway, confident that if I follow the plan, I will achieve financial stability and security. Julia is very approachable and flexible. She is a knowledgeable financial planner who can assist with every aspect of home loans, insurance, KiwiSaver, and building financial freedom.”

“I have been in the property industry for good 14 years, but getting financed or refinanced has never been so smooth and easy when it's done with Dhiraj Chhabra (Mike Pero Mortgages). An absolute pleasure to work with him to gets things sorted with loans and approvals, especially in these times when banks are quite slow. What impresses me most about Dhiraj is his incredible professionalism in everything he says and commits to. His clarity of thought and giving advice is extremely lucid, credible and convincing. I will recommend Dhiraj to everyone for the very simple reason, that you will not have to look back or feel dejected working with him, as he makes sure to get the things sorted with desired results and in time. I wish I have worked with him in past, but it's never too late to find someone like him and start moving forward rapidly. I give reviews extremely rarely, but can’t resist speaking so highly about Dhiraj, because he deserves every word of it. May the almighty give him the strength to always progress with the same zest, positivity and commitment. Looking forward to having a long journey with him as a financial/mortgage advisor. God bless him for what he is. Warm regards Alok Gupta Editor/Publisher Indianz X-PRESS Newspaper.”

“Grant has organized our insurance every year, and he is very tolerant of the time we take to get back to him! straight up and honest quotes and doesn't do the usual sales pitch that is often associated with brokers”

“I started investing this year as a student. Richard Renfrew wrote comprehensive and well structured reports that really helped to understand where my money was going. Key information was clear and my questions were always answered in full. A truely trustworthy and professional group.”

“Fantastic advice and service could not recommend more highly. Pat is very knowledgeable and was able to assist in finding the perfect solution for our insurance needs.”

“I'm giving a review before my parents insurance claim has been approved, because we have absolutely amazed by Andrea Dunlop's management of our claim. She has been very responsive, understanding and proactive in an attempt sorting out our claim and chasing the insurance company. I think we would have been frustrated and given up by now if we were doing this without the help. Thank you for your awesome service!”

“Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning.”

“Karen from New Zealand Home Loans has given the family great banking advice and service. Remortgage to become debt free faster. Loved the service and dealing with Karen directly.”