Make Friday, November 20

THE DAY YOU
GET IT SORTED

WHAT NEEDS SORTING?

INSURANCE

MORTGAGES

LEGACY

Why we sort.
What we sort.

Insurance can be hard to get excited about. That’s why it’s so easy to leave it sitting un-ticked on our to-do lists. But we know it’s important. And once we’re deep into adulting with mortgages and maybe little ones depending on us – the right insurance advice is critical.

I’m all about getting exactly the right level of cover to protect the life you love, while not being weighed down by premiums that dent your ability to live well in the now.

So tick that important box and book in a chat with me. We’ll take a look at your life, the things that matter to you and the best way to protect them. Then you can rest easy knowing It’s All Sorted…

Its_all_sorted_the_process

the six step

Process

We use the six-step financial planning process to get you sorted. It involves establishing, gathering, analysing, presenting….we’ll fill you in on the rest when we meet.

WHAT OUR CLIENTS SAy

It is awesome having all our important information kept safe and organised in Its All Sorted. It was great going through it and knowing what info we needed to record as often you don’t know what you need. It’s an excellent tool. Thanks so much x

legacy box

As part of our holistic service we offer a special one-of-a-kind compendium containing the history of you. Set your mind at ease and make life smoother for your family and friends if something should go wrong.

jargon buster

We know it’s hard to get sorted when you’re wading through technical terms and industry speak – so here’s a handy jargon-translator to help you talk the talk.

referrals

Do you value having a trusted advisor who takes the jargon, paperwork, stress and confusion out of insurance? Would your friends also value the services I provide?

GET IN TOUCH

Fill in the form below or alternatively contact us on the details below. 

We look forward to meeting you and finding the best way to protect the life you love.

ADDRESS

Suite 3, 1 Faraday Street
Parnell, Auckland