Smart Financial Solutions that Protect you when you need it most
Financial Advice | Insurance | KiwiSaver
Meet Josh: Your Kiwi Financial Guide
Let's take a fresh look at your KiwiSaver & Insurance together. I'm here to offer smart, tailored advice that makes sense for you. Financial planning doesn't have to be complicated - I'm all about keeping it clear and straightforward. Wherever you are in NZ, let's chat and find the right solutions for you.
An in depth review of your KiwiSaver and market options. Discussing current and past returns, ethical investment, fees and investment philosophy
Cover for Private Healthcare can be a pivotal component to ensuring access and speed to treatment
Protection for your biggest asset, the ability to receive an income with a wide range of policy options and benefits
Lump sum cover options should you be diagnosed with a specific illness (including cancer) or be deemed unable to work ever again
Why Choose Me?
The insurance set-up process is all about you and your specific situation, there is no one size fits all. We meet in person or via zoom and conduct a thorough advice process, making sure we are on the same page.
I have set up my career in the space of Financial Advice so you know that I'll be here for the long haul as you go through life.
A phone call away and a resource for you as your dedicated adviser.
Let’s get you appropriately covered!
Make KiwiSaver work for you with qualified advice
What do you care about when it comes to your KiwiSaver investment?
- Your investment risk profile?
- Ethical Investment?
- Returns over time?
- Investment Philosophy?
- Fee Structure?
- Service ratings?
These are all factors we look at together to find a solution thats a great fit for you.
Awards & Achievements
2021 Insurance Business Awards - Gold Winner
Independent Young Gun
of The Year
This award recognised Josh as the best broker under the age of 35 working in an independent brokerage operation.
SHARE NZ 2020 Impact Award
For making a strong impact in the year of 2020 as a Personal Insurances Adviser, through outstanding marketing and communication.
Reviews
100+ 5 Star Google Reviews
Sheryl Stevenson
8th June, 2022
"Our experience with Josh has been professional and pleasant from start to finish, highly recommend if you need insurance advice, give Josh a call"
Nicole Leebody
10th May 2020
"Josh was amazing to deal with. I didn't really understand much about insurance until talking to Josh, and I now feel I am covered in all necessary areas"
Adam Miles
29th May 2020
"Josh took the time to understand our situation and provided specific advice based on our needs. He continues to provide a highly professional service