A Note from Our Team as We Head Into the Holiday Season
As we wrap up another rewarding year, we wanted to share a quick update and a heartfelt thank you to everyone who continues to trust us with their financial well-being.
Supporting More Clients, All Under One Roof
One of the real highlights this year has been seeing more clients choose to streamline their insurance by keeping everything in one place.
From house, car and contents cover through to business and liability insurance, and right across to life, income protection and key person solutions, it has been a privilege helping families and businesses feel more supported, protected and prepared.
Growing Support for Businesses and Their Teams
We’ve seen strong growth in employee benefit schemes, with group health and life plans becoming increasingly popular.
More employers are also choosing to back their teams with ongoing KiwiSaver guidance and Preferred Provider Plans. It’s been fantastic to help businesses create workplaces where people feel valued and supported.
Continued Confidence in KiwiSaver & Investment Advice
Our investment services and KiwiSaver advice have also continued to grow.
Helping clients build and protect their long-term well-being is something we never take for granted, and we’re grateful for the trust placed in our team.
A Sweet Holiday Treat
We even test-ran a delicious pavlova with lemon curd (thank you, Dish magazine!).
Holiday Hours
Our team will be available on 07 929 4472 over the break.
Here’s when we’ll be around:
Closing: Midday, 23 December
Skeleton team available: From 5 January
More advisers returning: From 12 January
Full operations resume: 19 January
Thank you for your support throughout the year. We wish you and your whānau a safe, happy and relaxing Christmas break, and we look forward to working with you again in 2026.
