To find the best financial advice and insurance quote, your first step should be getting a personal recommendation.
Our commitment is to make each and every single one of our clients happy. The way to achieve that, in our experience, is by searching far and wide to put together a comprehensive insurance plan that gets you the best cover at the best possible rates. We make sure your interests are covered.
Sound good? It is, but don’t take our word for it. Below are some testimonials from clients who have trusted us with their financial futures.
Isabelita & Reynaldo Esguerra, Auckland
Jan Nichols, Chief Executive, Harbour Hospice
Ilan Wittenberg, Auckland
Robyn-Marie Case, Auckland
Jady Chen, Auckland
Kalev Crossland, Auckland
I have been very happy with the advice and service that Theo has given me. He is proactive in ensuring I always meet my obligations with ACC cover, making sure I do not pay too much and to have good complementary insurance cover. I have recommended him to others as a result. I find Theo personally excellent to deal with. He differs from other insurance advisers I know (and there are many) in that he had a career as a senior business executive and CEO for many years before entering this market. For me, that experience is very useful in assisting people.
At a personal level, I have found Theo is a humble and giving person. He is involved in some great charities and causes; all done with no fanfare.
Chris Edwards & Claire Douglass, Auckland
Emily K, Auckland
Andy Schmidt, Auckland
Sean Foster, Auckland
Bobi Vondruska, Wellington
Warren Lovell, New Plymouth
Bruce Millar, Auckland
Philip Sung, Silverdale
Bart Peters, Mangawhai
Aaron Mok, Auckland
Nikos Jason, Auckland
Amber Yates, Papakura
That’s brilliant- thank you so much for arranging this for us [pregnancy waiver of premium]. It will be hugely helpful for us at this time. Much appreciated.
Eric Ng, Auckland
Renell Judais, Auckland
Svea Berling, Auckland
Carol-Anne McKinley, Tauranga
Johannes Dimyadi, Auckland
Kerrie Gregory, Auckland
Alexios Kavallaris & Vasiliki Kakava, Hamilton
We have found Theo to be meticulous in undertaking his analysis and preparing informative reports that provide clear recommendations, as well as a thorough explanation of the reasoning behind those recommendations. He explains the key details of the policies he is recommending so that we have a firm understanding of how the insurances work.
Theo’s ongoing service is exceptional, he is with you all the way in helping at every opportunity, and we are delighted to have him as our insurance adviser. We recommend him for all your insurance needs.
M Hastings, Auckland
I’m very happy with the final result and would highly recommend Theo for his friendly manner and expert advice.