Insurance
A backup plan for the parts of life you can't predict.
Life has a habit of throwing the unexpected at the most inconvenient moments. Good insurance is about knowing that if something happens, you're not left scrambling.
Not just a contingency plan
The right cover is also an important part of building and protecting everything you're working toward — your home, your income, your future plans, and if you're running a business, the people and partnerships that keep it going.
Types of cover
Cover shaped around your life.
For you and your family
- LifeA lump sum for the people you love, if the worst happens.
- Income protectionA regular payment to keep the essentials going if you can't work.
- Mortgage protectionKeep the roof over your head while you get back on your feet.
- Trauma and critical illnessA lump sum on diagnosis so you can focus on recovery, not bills.
- HealthPrivate cover for the treatments you don't want to wait for.
For your business
- Group schemesEmployee cover that looks after your team without breaking the budget.
- Key personProtect the business from the loss of someone it depends on.
- ShareholdersA clean plan for what happens to shares if a shareholder can't continue.
- Business ownersCover shaped around variable income and business obligations.
How we help
People first, paperwork second.
01
We start with people, not products.
Before we talk about policies or providers, we talk about your life or business. What matters to you? What would you need if something shifted tomorrow?
02
We translate fine print into plain language.
Insurance policies have a reputation for being a bit much. We break down the jargon and make sure you understand what you're covered for, and what you're not.
03
Life changes, so your cover should too.
That old policy in the drawer deserves a second look. We set things up right for right now, and keep them updated as life unfolds.
04
We don't play favourites.
We're not tied to any one provider, so we compare options and find the combination that suits your budget, lifestyle and priorities.
05
We go into bat for you when it counts.
If you ever need to claim, you won't be navigating call centre queues. We manage the process, answer the questions and advocate on your behalf.
Your insurance team
Advisers and support, in one team.
Joey Gregory
Managing Director, Insurance Adviser
Alex Nicholson
Director, Insurance Adviser, KiwiSaver Adviser
Papamoa, leads Bay of Plenty
Brandon Baxter
Insurance Adviser
Devin Gregory
Insurance Adviser
Bronwyn Sloane
Claims & Group Cover Specialist
Mel Skinner
Client Experience Specialist
Keren McGregor
Client Experience Specialist
Devon Sawyer
Client Experience Specialist
Mikaela Maxwell
Client Experience Specialist
We compare
We're not tied to any one provider. We compare the market and recommend what actually fits.
Reviews
What our insurance clients say.
"Need an adviser but don't want to be treated like a number or smooth talked into something you didn't really want? Talk to Joey! He is a straight talker and will work to find you the best solution for your situation and wallet."
Mohi — Insurance
"From our first interaction, it was clear that Alex is exceptionally knowledgeable in the insurance space. He took the time to understand our specific needs and guided us through the process with clarity and confidence."
Sophie — Insurance
"Joey and his team are awesome at what they do. They made a process that can be stressful seem easy."
Nick — Insurance
"Easy to deal with, makes everything black and white and easy to understand. Highly recommend."
Christoph — Insurance
No cost, no pressure, no obligation.
Let's sort your safety net.
You may not wake up excited to talk about insurance, but you'll sleep better once it's sorted.