Insurance

When life throws a curveball, we all want to know our loved ones will be looked after.

We’ll help you protect what’s most important to you, with an insurance plan designed for your family’s needs. Your plan may include:

●      Income protection insurance - monthly payments if you can’t work due to illness or injury

●      Medical insurance - covers the cost of private medical care and surgery

●      Trauma insurance - a lump sum payable on diagnosis of critical illness

●      Life insurance - a lump sum payable upon death or diagnosis of a terminal illness.

But we’re not here to simply sell you a policy and clip the ticket. We’re here to stand beside you and your family for the long haul. We don’t just want to insure your wealth, we want to help you grow your wealth.

And because we get to know your family, we’ll be thinking proactively about your changing needs. We’ll create a plan that sees you paying off your mortgage and growing your investments, so you can reduce your insurance costs over time and build true financial freedom.

Most importantly, if the worst should happen, you don’t want your family digging around to find policies or phoning an 0800 number. You need someone who cares about your family, who holds all the policy details and can sort everything out for them, ASAP.

It’s our privilege to support your family in good times and bad.

You and your family deserve personal advice and ongoing support and care from your insurance broker.

To arrange a chat with Brett about your insurance needs, get in touch by calling 0508 WINDSOR (0508 946 3767).

"I have had the pleasure of dealing on an almost weekly - sometimes daily! - basis with Brett for the past six months while we navigated the lengthy process of updating our 19-year old life and health insurance portfolio. Throughout the entire time, Brett was unfailingly good-humoured and patient, offering sound, unbiased advice on the options available to us. His knowledge and expertise in financial matters is extensive and it is this broad perspective, combined with his genuine customer focus, that makes him an exceptional financial advisor. I look forward to dealing with him for years to come. Thanks, Brett! "

SUE HOWLETT