Asset 2

We collect personal information from you, including information about your:

  • name
  • contact information
  • location

We collect your personal information in order to:

  • provide financial services

We keep your information safe by storing it in encrypted files and secure data centres and only allow access to certain staff. .

You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please contact us at [email protected], or 03 379 6847, or PO Box 115, Christchurch 8140.

FAQs

Here are the answers to some of the more common questions we encounter. If you have your own question, feel free to enter it below or simply get in contact with us, we’d love to help you with your query.

What happens if I need to make a claim?

Contact us as soon as possible, and we’ll try and make life as easy as possible for you as possible. We’re there to advocate for you to help you get paid.

Do I need to be based in Christchurch to use you?

Not at all – in fact, we have clients all over New Zealand. The beauty of modern technology means it allows us flexibility to meet people on their terms.

How much life insurance do I need?

Life insurance isn’t for you, it’s for those you care about. So the real question is “how much money will the people I care about need when I’m gone?”

This changes significantly over time, things like buying houses, having kids, starting businesses all impact on the level of cover you need. A good starting point is to think how much ‘capital’ is needed for things like repaying debt, and how much ‘income’ is needed, to continue to fund your families lifestyle.

We can’t meet you in business hours – what do we do?

Easy! We will come to you. Part of our commitment to you is that we will meet you at a time convenient to you. If that doesn’t work, we can use technology such as Skype to make sure you get the right advice at the right time.