Protect and grow your wealth

Kiwi Advisers are Insurance specialists who get to know you. We match you with the best provider to suit your needs. 

We have over 10 years of experience providing financial services. We are passionate about helping our clients understand the best insurance and ACC options for them. We work with a range of providers, so you can be sure you’re always fully informed, and getting the best option.

What you can expect.

 

How we can help

  • KiwiSaver

    To help you save for retirement

    Whether you’re saving for retirement or a first home, good KiwiSaver choices can put you on the path to financial security. There are a whole range of options when it comes to KiwiSaver providers. We’ll help you navigate your options so you can have confidence that your KiwiSaver is working for you. CLICK HERE to see what KiwiSaver is best for you

  • ACC Payment Structure

    To protect you from accidents and illness

    We help self-employed contractors and small business owners structure ACC payments in a way that provides you with a level of cover for accidents, but also saves you money so that you can afford income protection insurance that also protects you in the event of becoming ill.

  • House, Car and Contents insurance

    To protect your assets

    Getting the right advice on your house, car and contents insurance is really important. We work with leading insurance providers and can provide options to consider that suit your needs with one of our Referral Partners.

  • Health Insurance

    In case you need hospital treatment

    Health Insurance provides reimbursement for significant medical expenses such as admission to a private hospital for care or surgery in the event of a non-acute medical condition such as cancer or heart disease.

  • Life Insurance

    In case you die or are terminally ill

    If anything was to happen to you, you’d want to know your loved ones were looked after. Life Insurance pays a predefined lump sum in the event of death or terminal illness, while Life Income cover pays a monthly benefit. We can talk you through what would suit you best.

  • Trauma Insurance

    In case you suffer a major health condition

    In this day and age, it pays to protect yourself if you suffer a critical medical condition or traumatic events - such as a heart attack, stroke, major burns, or cancer. Trauma cover pays a full or partial lump-sum should this happen to you.

  • Mortgage & Income Protection

    In case you are too sick to work

    If you’re unable to work for an extended period of time due to injury or illness, you can rest easy knowing your mortgage repayments and salary are covered. You can also add on a lump sum payout to support you if you are completely and permanently disabled.

  • Business Overheads cover

    In case you are unable to work due to disability

    Business Overheads Cover provides for the reimbursement of eligible business overheads or the reasonable costs of employing a locum in the event that the insured key person suffers a total disability and is unable to work.

  • Key Person Start up cover

    In case you are unable to work due to disability

    Key Person Start-up cover allows for the protection of a new business from the unexpected loss of a key person through disability, with pre-agreed regular monthly payments.

 

Self-employed? Optimise your ACC

 We were thrilled to be invited as a guest on an episode of the #What’sNext podcast to talk about the importance of optimising ACC and teach self-employed people what they should evaluate when it comes to their ACC options to ensure they’re getting the best outcome for them.

 
 

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About Us.

Whether you’re planning on buying your first home, or you have a busy growing family, there’s always pressure to get your finances sorted. However, navigating your options isn’t easy – there is a lot to consider that isn’t always obvious. 

That’s why advice from a professional is important. Your initial consultation will be with our head financial adviser David La Pere who has over 10 years of experience getting the best outcomes for our clients. He’ll guide you through your options and make recommendations for you to consider.

At Kiwi Advisers, we specialise in providing honest, quality advice. We are advisers, not salespeople and we are not an insurance company, nor are we owned by one. That means we work in your best interests.

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Our Mission.

We aim to help New Zealanders take a proactive approach to protecting and growing their wealth. You see, when you are in control of your finances, it gives you more choice, freedom and opportunity in life.  These are the things we value at Kiwi Advisers. 

Our focus is always on delivering the best option for you. We’ll help you figure out exactly what you need, to suit your goals and budget. 

Get in touch with us today and let’s talk about how we can help you plan a better financial future. 

The Process.

 

1.

First Chat

We get to know you and ensure you know what we do and how we do it.

We’ll talk about what you are trying to do and whether we can help you.

 

2.

Understand your situation

We’ll gather information from you about your situation so that we can research your options to recommend the best possible cover.

 

3.

Your profile

When you’re ready, we create a detailed profile to help you decide what type of protection you need.

 

4.

Your insurer

Once we have worked out what cover you need based on your needs and budget, we’ll research the market and decide on the best insurer for you.

 

5.

Let’s get organised

We help you with your insurance application and work with you on any insurer requirements.

 

6.

Keep you on track and plan for the
future

We’ll be in touch every year to make sure your cover is still relevant through any life changes. We will also help you through any claims you may have.

 

Contact us.

Phone: 0800 4 A KIWI or 021 276 5373

Email: dave@kiwiadvisers.co.nz

Visit: 229D Maunganui Road, Mount Maunganui, 3116 NZ