Taranaki

As professional insurance advisers, we can add real value when it comes to protecting your home & perhaps more importantly you and your family
REQUEST FREE CALL BACKOUR INTRODUCTION VIDEO

DON’T PUT INSURANCE OFF

We can help you save money and protect everything that matters. Do you really know how you or your family would cope financially if you were to lose your job, become ill or have your precious home contents stolen? Are your home contents under-insured, is your home winter proof and how do you & your loved ones cope if you suddenly lose your job? Not nice to think about but so important to arrange.. just in case. As professional insurance advisers, we can add real value when it comes to protecting your home & perhaps more importantly your family. Many of us live day to day without thinking about what we would do if the unexpected happened. get in touch today with one of our expert insurance advisers to find out how well you are really prepared.

About me

Bernie Van Der Merwe

Insurance Adviser
Bernie has been in the financial services industry since 1985. Bernie is dedicated to delivering exceptional service and expertise. His honest, direct approach ensures that clients have the right coverage tailored to their needs, all at an affordable premium. Bernie enjoys meeting people and thrives on developing strategies to protect the things his clients have worked hard for. Originally from South Africa, Bernie has successfully integrated into the Kiwi way of life. Beyond his profession, Bernie finds joy in spending time with his loved ones and exploring his passion for woodwork.
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OUR INTRODUCTION VIDEO

My advantages

One Stop Shop
For all your insurance and lending needs at one place
Good Support
No call centres, no jargon. Just a team of experienced advisors dedicated to provide face to face customer centric approach
Individual Approach
With a custom-made policy, you will be confident in the knowledge that your loved ones will be taken care of in the worst-case scenario

My Products

Personal Insurance

Life Insurance
It's important to undersand the right types of cover, our advisers can help you with this, don't leave your family to deal with it
Critical Illness Insurance
Critical illness insurance is a long-term policy designed to pay a lump sum on the diagnosis of certain life-threatening condiations
Income Protection
Income protection pays out if you're unable to work due to accident or sickness and is a must-have insurance for most working adults

My process of giving advice

Six Step Financial Planning Process

Contact process

0 1
CONNECT
Use our adviser map search or complete the quick callback form, we’ll match you with anadviser. Once that’s done we’ll call you back at your chosen date & time, whatever & whereversuits you, we’ll find the time
0 2
CONTACT
During your free callback we’ll ask you what you want to achieve so we can understandyour specific needs and circumstances. We can source many options of Mortgage & Insurance products to target the best deal for you
0 3
VISIT
Once the appointment is confirmed, the local adviser will visit you for a no obligation advice. The advisers will give you a copy of their disclosure document should they get the opportunity to discuss your goals and needs with you

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