let’s face it - everybody is different and everything about you is unique.
The same can be said about your family, your business[s] and the other assets you wish to protect.
meeting you gives us a chance to understand your aspirations and the people and things you want to protect. We can offer our fully qualified advice and together we can discuss solutions that meet your future planning goals and your budget.
armed with a thorough understanding of your needs and budget we can prepare for you a range of products and services to meet your unique requirements. We are qualified insurance brokers representing a wide range of products from a selected range of suppliers.
An insurance solution tailor-made just for you.
At BIS, we are a one stop shop for a variety of your financial needs.
Whether you are looking to:
Protect your family
Protect your assets
Protect your future income
Protect your business or
Save for your retirement
We can provide the advice to help you make an informed financial decision with confidence.
To do this, we believe in building long term relationships with our clients, this is not a one time thing. We will focus on getting to know you and understanding your needs, and be able to adapt as those needs change throughout your life. You will not stand in a queue waiting to see one of our Advisers. We pride ourselves on being easily accessible to our clients, in our offices or at your home, at a time that suits you. Insurance and financial planning is not about “one size fits all”. We will provide personalised advice and service that works in the best interests of you, your family and your business. To do this we work with a number of providers to ensure we can always come up with a solutions that best fits your needs and situation.
Our Advisers are professional with industry relevant qualifications, who pride themselves on keeping up with current trends while also meeting regulatory requirements. They will help guide you through the important process of securing your financial future.
BIS works in conjunction with Wealthpoint which is one of the largest and most experienced Adviser Cooperatives working in New Zealand. The Wealthpoint cooperative allows independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group.
Ben has been an Adviser with AMP since 1984. He enjoys working with families and small business owners to implement Estate Planning and Personal Insurance protection.
Outside of work, Ben enjoys fishing, golf and caravanning.