Services

Personal Insurance, KiwiSaver, and Financial Advice

I focus on three key areas: personal insurance, KiwiSaver, and financial planning.

With insurance, we’ll work out what really needs protecting, for KiwiSaver, I help you choose the right provider and fund so it actually supports your goals. Financial planning ties it together: practical, step‑by‑step guidance on cashflow, debt, and long‑term goals, so you’re not just guessing with money anymore.

Personal Risk Insurance

At our clinic, we offer a range of services designed to address the unique needs of every individual. Whether you’re seeking support for emotional challenges, navigating life transitions, or looking to improve overall well-being, our experienced team is here to provide personalized care that fosters healing and growth.

Health Insurance

We find health insurance that actually fits how you and your family use healthcare, balancing premiums, excesses, and key benefits so you’re covered without overpaying.

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Life Insurance

I help you work out how much life cover your family genuinely needs, then match it with providers and policy features that fit your budget, debts, and goals.

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Other Insurance

Beyond life and health cover, I can help with trauma, income protection, and other personal risk insurance. We’ll tailor a mix of cover so if life goes sideways, your income and plans are better protected.

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Growth for your first home or retirement.

KiwiSaver

Choosing the Right Provider

KiwiSaver isn’t one-size-fits-all. Different providers have different fees, performance, and ethical stances. I help you compare options in plain English, so you’re not just guessing or sticking with whoever your employer picked years ago.

Finding Your Fund Type

Your fund choice has a huge impact on how your KiwiSaver grows. We’ll match your fund type – conservative, balanced, growth or aggressive – to your timeframes and comfort with ups and downs. I’ll explain the trade-offs clearly so you can choose with confidence, not fear of making a mistake.

KiwiSaver for Your First Home

If buying your first home is on the horizon, KiwiSaver can be a powerful tool. I’ll walk you through how first home withdrawals work, what you need to qualify, and how to structure your contributions and fund choice.

KiwiSaver for Retirement

Retirement might feel a long way off, but the decisions you make now compound over decades. Together we’ll look at how much you might need, how KiwiSaver fits alongside other savings, and whether your current settings are on track. Small tweaks today can make a big difference to your lifestyle later.

Achieve your goals

Financial Planning

Good financial planning isn’t about perfection; it’s about having a clear, realistic path that fits your life. I start by understanding where you are now – income, debts, savings, goals – and what’s most important to you and your family.

From there we’ll build a practical plan covering cashflow, debt repayment, KiwiSaver, and protection along the way. It won’t be a 50-page report you never read, but a simple, adaptable roadmap we can update as life changes. The aim is confidence: knowing what to do next with your money and why you’re doing it.

Testimonials

Real Stories, Real Comfort - What My Clients Say

★ ★ ★ ★ ★

"I was struggling with my mental health for a long time, but the team at this clinic provided me with the support I needed every step of the way. Their therapy and counseling sessions have truly transformed my life. Today, I feel more confident and at peace with myself. The care and expertise they offer are beyond words."

James Lawson

Graphic Designer

★ ★ ★ ★ ★

"The therapists at this clinic gave me a safe and understanding space to talk about my mental health challenges. Their professional approach and deep empathy made me feel heard and supported. With their guidance, I’ve been able to make real progress. I’m learning how to manage my emotions and live a more balanced life."

Emily Thompson

Marketing Manager

★ ★ ★ ★ ★

"I was searching for a trusted place to address my mental health concerns, and this clinic provided exactly what I needed. The team’s caring and professional approach made me feel comfortable and encouraged throughout my journey. They’ve helped me understand myself better and develop healthier coping mechanisms."

Sarah Mitchell

Marketing Manager

Work with me

The best way to get started with me is by clicking the button below and filling out the form. We can organise a time to meet (either in-person or online) and work through your situation.