Solutions Financial.
Independent, honest & tailored advice to help you make better financial decisions.
A holistic approach to financial advice.
While we specialise in insurance, we help make all aspects of your financial life work together & make sense.
Whether you’re a business owner, family, or individual, we help you map out a plan that suits, to protect the life you’ve worked hard for.
Our approach
We know Insurance is one of those things no one really wants. But, many of us need it to fill gaps we cannot financially afford to fill on our own, both personally, and in our businesses.
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.
We are proudly family owned and operated, and that’s how we like to treat our clients.
What our clients say
What can we help you with?
Business Owner Insurance
We help protect the business you’ve worked so hard to build, by looking after the key people you rely on to make it run smoothly.
Employee Insurance
Provide access to faster treatment, quicker recovery time and less financial stress for your team. One of the most valued employee benefits you can offer your staff members.
ACC Restructuring
We all pay ACC levies, so we want to ensure maximum value at claim time. If you’re self-employed, there may be a more suitable ACC structure for you.
KiwiSaver
A simple, yet very effective investment tool for our first home deposit or retirement. Are you making the most out of yours? It’s simple to sort.
Who we partner with
Our process
Our services can be complimentary (as we are paid a commission by the Insurance provider for putting policies in place), or we charge a fee. The important thing to note, is you don’t pay more for your Insurances by going through a Financial Adviser, so it makes sense to seek expert advice.
Contact us
It starts with a general catch up so we can get to know each other, and see if we’re a good fit for each other.
Map out a plan
We help you map out a plan based on your needs and goals in life.
Apply & arrange
We apply for the agreed covers and complete an application form with you.
Congratulations
We put your policy in place, and coordinate the other aspects of your financial life to make sure everything makes sense.
Claim time
We guide and support you through the claims process from start to finish to make it as smooth as possible.
“New Zealanders who get financial advice on average have KiwiSaver balances over 50% bigger than those who don’t; are more likely to have insurance cover; and have greater peace of mind and confidence in making financial decisions.”
- Money & You NZ.