Our Mission

/Our Mission
Our Mission2018-09-04T12:08:27+00:00

What do we do?

“We help our clients achieve their financial goals by
creating and protecting their wealth.”

What can we offer to prospective clients?

  • Brand longevity – we’ve been in the business for 40+ years.
  • Qualified and experienced advisors – we have combined financial services’ experience of 119 years( as of 2018). Four of our advisers are Authorised Financial Advisers (AFAs).
  • Best in the business administrative service – dedicated support staff who “go the extra mile”.
  • A full service financial advice and solution’s practice – expertise in: KiwiSaver, Insurance, Retirement Planning, Wealth Management, Mortgages and also UK Pension Transfers.
  • A wide range of specialist providers  financial solutions recommended from not one only, but from multiple insurance companies, fund managers, KiwiSaver providers and mortgage lenders
  • We work for you – we do not not work for a bank, fund manager or an insurance company. Your interests are paramount.
  • Highly regarded by fund managers and insurance companies – our knowledge and skills are recognised by being sought after for input into product and systems’ development.
  • Exceptional working relationship with insurance companies – We ensure you get justifiable claims paid, and have an additional advocacy capability through our Plus4 association if claims become difficult.
  • Members of Plus4 Insurance Solutions – Recommendations are chosen from the top providers in NZ as determined by ongoing, independent research into policy wordings and benefits.

What defines us?

  • What’s important to you – your needs and wants are at the heart of all that we do.
  • Privacy – Your personal information is treated with the utmost respect and confidentiality.
  • Professionalism – all clients are treated with respect, honesty and transparency.
  • We are good listeners and communicators – we listen, discuss and explain.
  • Clarity – we strive to ensure that you fully understand what services will be provided, along with how we are remunerated, and how any recommended financial products provide the solutions for the advice given.
  • Competence – our advisers are qualified, informed, and in addition to what regulators require, complete many hours of extra continuing professional development.
  • Personal Recommendations – Most new business comes from the great work we do for exisiting clients, who refer their friends and family to us.
  • Stick to what we know – we do not pretend to know everything, and will only give advice in the areas we are qualified in.
  • Integrity – is at the heart of who we are and what we do.
  • Likeable – our clients tell us that they like doing business with us and that our advisers and support staff are super efficient, easy and fun to deal with.

All our Advisers adhere to the MDRT* Code of Ethics

1. We put clients first

We always put you, our client, before us. Your interests always come first in our mind, behaviour and recommendations. This is just the right thing to do.

2. We know our products and profession

The world never stops changing, so we adhere to strict training and professional development to ensure we are on top of legal, financial and regulatory issues and products that may affect you, our client.

3. If it is private, we will keep it that way.

To serve you well, we need to know a lot about you. But we always keep private things private, and confidential things confidential.

4. We will make sure you understand everything

Small print is tedious and can be difficult to comprehend. We believe you need to know the full story – the big and small words, and everything in between. We pride ourselves on making sure you know what you need to know to make a good decision.

5. We stand behind our integrity

Sometimes acting on financial advice involves making hard choices. We will tell you what you need to hear, not give you a sales pitch. We are not interested in putting down other people, products or companies to get a sale. We are interested in you and making sure you know what’s really happening. If that means losing a sale, refer to rule #1: Our clients always come first!

6. The rules are the rules

The laws and regulations are in place for a reason, and that reason is to protect our clients. This is why following them is so important.

*  The Million Dollar Round Table ( MDRT) – The Premier Association of Financial Professionals – is a global, independent association of the world’s leading life insurance and financial services’ professionals. It was founded in 1927.

Chris MacKay and Ian Jordan are both MDRT Life and Qualifying members. Chris (39 years) and Ian (35 years). Chris and Ian first met at the annual MDRT meeting in Orlando in 1986.