Our Vision

Insurance buying is opaque and stressful. At Insurance & Mortgage Network, we’re building a new kind of insurance advice, built for the way you live. We combine modern technology, strategic planning and human expertise to make insurance buying simpler, straightforward and stress-free.
WHY CHOOSE US
CUSTOMERS SAY
OUR PROCESS OF GIVING ADVICE

Professional advice with a personal touch

As a family firm with traditional business principles, we’re committed to offering every one of our clients an exceptionally high level of care and attention. And that means no call centres. Just a direct line to experienced advisers who have time to talk things through.

Replacing risk with reassurance

About Us

Insurance and Mortgage Network provides insurance and mortgage advice for Kiwis from Cape Reinga to the Bluff. Our network consists 15 contracted financial advisers and 15 support staff based in our main office. We employ a dedicated team of licensed professionals committed to obtaining the best coverage at the best possible price.
Strategic Thinkers
We take pride in designing and providing unique, innovative and efficient insurance solutions for our clients in collaboration with their legal and tax advisers. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance companies in New Zealand for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
Independent Advice
Simply put, our advisers are licensed financial advisers who are capable of offering the products of more than one company – hence the term “broker”. This helps to distinguish them from career life insurance agents, or employees of banks or companies, who are restricted by their employer to selling the products of only that company. We believe that open, honest communication is the foundation upon which the entire risk planning and wealth management process should be built. It’s important that we understand our clients’ current circumstances and their long-term goals and objectives.
Fully Accredited
Financial advisers have to be registered on the offical New Zealand government Financial Service Providers Register (FSPR) and belong to a Dispute resolution schemes. All our advisers are registered with FSPR and belong to Financial Services Complaints Limited. Our advisers make sure they keep updated with any changes to polices or offerings by having regular refamiliaristion training. With the help of our partners, all our advisers are trained on products, channels, regulations and market events. Due to regular training our advisers understand the clients' current circumstances and their long-term goals and objectives. This ensures better advice outcomes.

Our Process of giving advice

Six Step financial Planning Process
STEP 1
Establishing the client-adviser relationship
STEP 2
Gathering client data and determining your goals and expectations
STEP 3
Analysing and evaluating the client’s financial position
STEP 4
Developing and presenting our advice
STEP 5
Overseeing the implementation of the plan
STEP 6
Monitoring and reviewing the plan

Our Team