Steve has been in the insurance industry for over 30 years, the last 12 in the life industry, is an Authorised Finanical Advisor and a member of Newpark Financial Services.
He has accreditation from all major insurers to provide their products and completed the National Certificate in Financial Services.
Steve will review all your current covers and discuss your goals and objectives on your present situation. He will then tailor a package to suit your needs and budget.
Outside of Work Steve can be found refereeing Football, helping out at the Foodbank or Grandparents raising Grandchildren, or Civil Defence.
Tania looks after all the office administration duties, the behind the scene duties.
Away from work Tania can be found looking after our Grandson Conrad or helping the children.
Australian Pension Scheme...
Do you have money tied up in an Australian Pension Scheme?
We now have the ability to transfer this over to a Kiwisaver fund.
Contact us now to find out how we can tidy this up for you.
We are available at any time to review all of your insurance needs, at no cost to you. So why not see if we can save you some money and make sure you are adequately protected. We will ensure if the worst happens, there is suitable financial assistance for you.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell me so that I can try to fix the problem.
If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact my Disputes Resolution Provider, Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements. You can contact FSCL at:
Address: 13th Floor, 45 Johnston Street, Wellington
Telephone number: 0800 347257 or (04) 472FSCL (472 3725)
Email address: firstname.lastname@example.org