We deliver expertise you can trust
- A 100% New Zealand owned company with a long experience as advisers in the New Zealand Insurance Market.
- With no affiliation to any product providers.
- We will continually search for the best option available for you in the market.
- We are client-focused: You are number 1!
Lily Lee
Managing Director
Insurance Adviser
李莉, 服务给中国社区
- Financial Service Provider Register number: 723052 – Level 5 NZQF Qualified.
- With over 20 years of experience in the New Zealand Insurance Industry, Lily´s knowledge will give the best formulas and options to protect you from Risk.
- Lily has gained several National Awards as one of the best Insurance Advisers in New Zealand.
- She enjoys meeting people every day and creatively forming personalised plans for each person.
- She holds your hand when you need it most and moves mountains to support you, especially at the most critical time when it´s time to claim.
Jim Stinton
Founder/Owner
Consultant
- With over 32 years of experience in the Insurance Industry, one of Jim´s great joys is to see clients and help them understand their need for good insurance to future proof their financial well-being.
- Jim has specialised in working with business owners. Securing and ensuring continuity in business is vital to Jim’s vision.
- He is motivated by inspiring people to look after themselves, their families, and employees from falling upon hard times.
- “Due to health issues, I no longer work as an adviser, but I continue to consult with Lily and support our clients’ business and personal needs as these relationships are important to us.”