Why Use a Financial Adviser?
ENSURING YOU’VE BOUGHT THE RIGHT INSURANCE ISN’T EASY. GETTING IT WRONG COULD MEAN THE DIFFERENCE BETWEEN PEACE OF MIND AND LOSS OF LIVELIHOOD.
WHEN IT COMES TO INVESTING the right advice could be the difference between reaching your financial goals or not.
THAT’S WHERE we COME IN.
As your financial adviser, we act as a link on your behalf, between you and the insurance/investment company. We identify your requirements and then search the market to find the best solutions for you.
Using a financial adviser means you get the best advice for you, your family, your lifestyle and your business. Our knowledge, experience and risk management skills help us get an in-depth understanding of your financial requirements. We identify risks, recommend the best solutions for your needs, negotiate terms with the insurers, and give objective insurance and investment advice.
Of course one of the biggest benefits is having someone on your side at claim time. In times of stress this can make all the difference. Should you need to make an insurance claim, our specialist claims team will manage the process for you, from start to finish. We know what information is needed and we guide you through the process. Our knowledge of how policies work and our relationships with insurers ensure your claims are settled fairly and promptly and in line with your policy wording.
Olivia Clements
Director/ financial adviser
Diploma financial services ANZIIF, NZCFS Level 5 insurance and investments.
Olivia has over 19 years in the financial services industry in banking and as a financial adviser. During this time she has advised over 1,500 clients and their loved ones.
Olivia prides herself on giving professional and trusted advice at all times and maintaining long lasting relationships with clients. It is Olivia's promise to be there when you need her most, at claim time. And with astute planning she will ensure that you have the right cover at the right time to give you peace of mind.
Olivia is fascinated with the world of numbers and investing, she can help you find a KiwiSaver or managed fund that best suits your needs and goals. It is Olivia’s passion to assist in achieving these goals into reality and increasing your financial worth.
Olivia graduated as a Senior Associate from ANZIIF – Australia & NZ Institute of Insurance and Finance in 2010, with a Diploma in Financial Services specialising in insurance. In 2014, Olivia was finalist in the ANZIIF Young Professional of the year awards, she was ‘Broker Of The Year’ finalist in the 2020 Women in Insurance Awards and most recently named by Insurance Business NZ as one of the ‘Best female insurance leaders 2023’.
Alexandra Hockenhull
Financial Adviser
NZCFS Level 5 Insurance
Alex has worked in the financial services industry for over a decade, and throughout her journey has gained extensive knowledge in the risk insurance field. Being able to focus solely on insurance during recent years has allowed Alex to complete her Level 5 National Certificate in Financial Services - specialising in Life/Health/Disability Insurances.
Alex protects what is most important to her clients, providing advice based on their individual needs and assisting them with the decision-making process.
Alex understands not all companies and policy wordings are created equal. Some companies are better suited for certain occupations, family history, even by gender. Her job is to know the policy wordings and recommend to you where best suits your needs and why.
Alex works together and stands with her clients at time of claim, guiding them to ensure a quick and simple process.
With insurance policies there are no fees for our service. The insurer remunerates us when you take an insurance policy. The insurance companies set the pricing of the premiums and these premiums are the same whether you go direct to the insurance company or through an adviser.
We’re Members of
NZ FINANCIAL SERVICES GROUP
