Katie English

None of us really wants insurance.  Despite that, we all need insurance.  Business owners, or anyone with family responsibilities can’t afford to not protect their financial future. Many businesses and individuals unfortunately are inadequately insured, because they haven’t had an advisor take the time to properly explain how insurance can work to protect them.  I will always take the time to understand you as a person, your individual goals, and offer you a professional appraisal of your financial position.  If I see any gaps, I will share with you my experience and recommendations, including providing you a personal risk profile report outlining how you can protect your business and your family’s future.

My company, Lifeplan Associates, part of the Solutions family, specialises in providing advice in all areas of business and personal risk management.  As non-aligned advisors, we work with all the major providers, including OnePath, Asteron and Fidelity.  What this means to you is that you get independent advice to help you choose the best products for you, at the best prices, from any of the major insurance companies. As these companies are some of the biggest in the market, they provide a level of certainty and assurance in a sometimes volatile market that is so important when placing your family or business financial protection in another’s hands.

Your needs are my first priority, from our first meeting, through to our regular reviews.  As part of our relationship I like to keep up with changes that may be happening in your life, ensuring your insurance is still right for you, when you need it.

I offer a service that will always be in your best interest and is about you and your concerns.  I listen, I advise and I care.

http://www.surebiz.co.nz/Katie_English.php

Registered Financial Adviser
Fax:
09 414 4410
Phone:
021 634 451
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Contact me

Contact me