Whanganui

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

Raj Patel

Insurance Adviser
I’ve experienced insurance first-hand in my personal life, which has been vital to where I am today. I pride myself on a solid work ethic and integrity while maintaining the highest level of advice for my clients. I want to ensure that I positively impact every person I come into contact with, whether in a business or personal capacity.I look forward to the opportunity to meet you and your family and help implement an insurance plan that fits your needs. In my personal life I have a passion for music and playing the guitar, also love cooking a wide variety of cuisines. For more information about myself and my services please feel free to make contact.
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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

Home Insurance

Buildings and contents insurance is normally referred too as home insurance which can be a combined policy or bought separately
Main Covers
  • Coverage from Natural Calamities
  • Alternative cost of accommodation
  • Loss of personal documents and money
  • Tenant’s liability
  • Occupiers Liability to the public
  • Loss of Keys

Car Insurance

Car insurance can pay out if your car is stolen, vandalised, catches on fire or if you are involved in an accident. It also protects you against any damage you cause to the public, their property or other road users.
Optional Benefits Of Car Insurance
  • Hire Car
  • Personal Accident Cover
  • Protect Your No- Claims Discount
  • Roadside Assistance

Travel Insurance

Travel insurance for covers you against the risk of holiday cancellation, baggage loss, losing spare cash and anything happening to your mobile phone and other gadgets while you're away from home
Key Travel Insurance Coverages
  • Emergency Medical and Dental
  • Trip Cancellation and Interruption
  • Trip Delay
  • Accidental Death and Dismemberment
  • Baggage Coverage and Delay
  • Rental Car Coverage

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

Looking for insurance?

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