Risk, Insurance & KiwiSaver Referrals
Access to trusted professionals via our professional network
Complete financial strategy goes beyond lending. Through our professional network, we connect you with trusted specialists in risk insurance, life insurance, income protection, and KiwiSaver optimization.
What This Includes
Referral to specialist insurance advisers
Connection with experienced KiwiSaver advisers
Risk assessment and protection strategy recommendations
Integration of insurance planning with overall financial strategy
Access to competitive insurance and investment providers
Coordination between mortgage and insurance advisers for holistic planning
Why This Matters
Property finance without adequate insurance is a significant risk
Integrated financial planning delivers better outcomes than siloed advice
Trusted referrals save time and ensure quality advice
Strategic insurance can be structured to support lending applications
How It Works
Risk Discussion
During our lending conversation, we identify any insurance or KiwiSaver optimization needs.
Professional Referral
Connect you with trusted specialists from our professional network.
Coordinated Strategy
We coordinate with other advisers to ensure all parts of your financial strategy work together.
Ongoing Connection
Maintain relationships with specialists for future reviews and updates.