Financial Insight NZ Ltd 130 Hamurana Road, Ōmokoroa, Bay of Plenty 3114

Welcome to Financial Insight NZ Ltd, located at 130 Hamurana Road in Ōmokoroa, New Zealand. We are an establishment that specializes in finance and insurance, making us a trusted point of interest in the area.

Our institution was originally founded in 1988 and officially incorporated in 1993 by Greg Coldicutt, an experienced and knowledgeable financial adviser. In 2022, we were granted a full 'Class 1 Licence' from the FMA, allowing us to operate as a Financial Advice provider (FAP). This accreditation demonstrates our commitment to providing top-notch financial services to our clients.

When you choose Financial Insight NZ Ltd, you benefit from Greg's three decades of experience in the industry. He is a trusted adviser, having been awarded this status by our professional body, Financial Advice New Zealand, in 2021. Greg's expertise ensures that you receive the best advice and assistance when it comes to selecting the right insurance or retirement solution for your needs. He is also there for you during claim time, working diligently to ensure a smooth process.

As our client, we prioritize listening to your needs and concerns. Our goal is to provide sound financial solutions tailored to your specific circumstances. We offer regular reviews and amendments as required due to life changes, and we can implement these solutions upon your request. Whether you need advice only or assistance with implementing the solution, we are here for you.

At Financial Insight NZ Ltd, we operate on a fee-for-service or commission basis, and we disclose this information upfront before engaging with you. We take pride in being independent of any financial institution since our incorporation in 1993. This means that we work solely for you, without any affiliations to banks, insurers, or fund managers.

Giving back to our communities is important to us. That's why we donate 10% of all our income to select charities each year. It's part of who we are and what we believe in.

But don't just take our word for it. Here's what some of our clients have to say:

"Greg has managed our finances over the last 25 years plus. We have had only the best advice on our Finances, Insurances, and Kiwi Saver for peace of mind."

"I have been a client for nearly 30 years. Greg has always conducted himself in a professional and knowledgeable manner. He gives me confidence with advice and management of my insurances and KiwiSaver. Highly recommended!"

Greg's honesty, integrity, and genuine approach have earned him the trust and respect of our accountants, banks, and lawyers. He has become an integral part of our business team, ensuring the security and well-being of our key personnel and families.

"Greg has been assisting my family for the past 25 years, and we have become friends as well as clients. I am very happy with his professionalism and his ability to help us make wise financial decisions, and I gladly recommend your services whenever possible."

In times of need, Greg goes above and beyond for his clients. One client shared their gratitude for his support during a major disability claim, stating, "He worked tirelessly in the background for us, for which we are forever grateful."

Greg's attention to detail is excellent, and his loyal clients have no hesitation in recommending him to others.

We understand the importance of personal and family protection, which is why we offer well-thought-out protection plans. Your financial risk management is at the heart of what we do, and we can guide you through your cover options.

If you're a business owner, protecting your business with key person cover and business overheads is crucial. The success or failure of your business may depend on how well you manage potential risks, and we are here to help.

At Financial Insight NZ Ltd, we are dedicated to providing exceptional financial advice and insurance solutions. Contact us today to find out how we can assist you in achieving your financial goals and securing your future.