JV Financial Services | Insurance Broker Tauranga 22 Sunridge Estate, Welcome Bay, Tauranga, Bay of Plenty 3112
About the Business
Welcome to JV Financial Services, your trusted insurance broker in Tauranga, located at 22 Sunridge Estate. As an establishment specializing in finance and insurance, we are dedicated to serving our clients' best interests. Our goal is to establish personal connections with each client and go above and beyond to meet their needs.
When it comes to insurance, we understand the importance of protecting not just your property, but also your life and ability to earn an income. It's surprising how many people have home and motor insurance, but neglect to insure their life. At JV Financial Services, we want to ensure that your loved ones are taken care of even when you're no longer here. Don't get caught off guard, let us provide you with comprehensive life insurance coverage.
In addition to our insurance services, we also offer assistance with moving money from South Africa and tax migration through our partnership with Currency Partners, a South African firm. We have made the process easier for you with an interactive link on our webpage. Simply click on the link and complete the questions to add all your details.
At JV Financial Services, we are committed to advancing the health and well-being of New Zealanders. We understand the responsibility that comes with being the ones people turn to when they need help the most. Our network of independent insurance brokers covers clients all over New Zealand, providing expert advice on coverage recommendations, industry compliance, complex claims, and insurance requirements.
What sets us apart is our personalized approach. We combine the responsiveness and personal service of a boutique firm with the resources and ability to handle even the most complicated insurance needs. Our professional staff and financial advisors ensure that every one of your needs is given expert attention, no matter how big or small.
We take pride in our reputation as a well-known general insurance brokering company that strives for excellence. Our business revolves around our people, partners, and the products we provide. We see our clients as partners and take a personal interest in ensuring that our insurance broking services fully protect them.
When it comes to life insurance, we understand that the cheapest policy may not always be the best. Reputation, claims history, and credit rating are crucial factors to consider. That's why we only work with the best A rated life insurance companies in New Zealand, offering policies that can be tailored to your unique family circumstances. We also provide the opportunity to increase your cover without any further health checks under certain conditions.
Our commitment to our clients goes beyond simply selling policies. We constantly strive to improve coverage and reduce insurance premiums by analyzing our clients' needs and finding efficiencies and gaps in coverage. Experience and hard work are the foundations of our service, and we believe that no shortcut or price matching scheme can replace them.
As part of our comprehensive financial advice, we also offer free wills to all our risk insurance clients. We understand the importance of having a will in place to protect your assets and ensure your wishes are carried out.
In addition to insurance, we also provide assistance with personal loans for purchasing vehicles. Our team is dedicated to delivering exceptional service, integrity, superior knowledge, and individual attention. We aim to provide customized solutions that offer peace of mind and support when you need it most.
Choose JV Financial Services as your insurance broker in Tauranga, and let us protect your wealth and legacy. Contact us today for personalized insurance solutions that meet your unique needs.
Photos
Location & Phone number
22 Sunridge Estate, Welcome Bay, Tauranga, Bay of Plenty 3112, New Zealand
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jan is very passionate, kind and informative. He goes above and beyond to advice and assist what would work and be best for your situation. You are not just a name/money but he takes the time to really get to know you and your family. Nothing is to much effort. He takes a lot of pride in his job! Thank you Jan and JV Financial Services for everything, we know we are in good hands with you."
"Absolutely fantastic service, Jan always puts his clients needs first and give them the best services. He also goes out of his way to accommodate his client's needs."
"Jan and his team really listens to what you want and make sure you get it. Very friendly and professional service with no limits. Thank you JV Financial Services. Keep up the excellent work"
"Jan has offered us great support, help and guidance with regards to life insurance, health insurance and Wills. Such a pleasure to have a broker who goes out his way to accommodate your needs/changes over a cup of coffee. We highly recommend JV financial services."
"From my first encounter with JV Financial Services I knew I was in good hands. When I met the team and experienced their honesty and passion to ensure my risks were covered gave me the peace of mind I was after that my family will be provided for in case anything bad should happen. I will use them again and again and they come highly recommended from others I have come into contact with."
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