Welcome to Financial Insight NZ Limited.
Originally founded in 1988, the firm was incorporated in 1993 as an independent insurance and investment agency by Greg Coldicutt.
In 2022, the firm was granted a full ‘Class 1 Licence’ from the FMA to operate as a Financial Advice provider (FAP).
Greg contracts to the firm as a Financial Adviser and brings over 3 decades of experience as an Adviser to the table, which means you get the benefit of his years of knowledge and experience, especially when it comes to the complexity of selecting the right insurance or retirement solution for you or working with you at claim time.
When you become a client, our involvement is firstly to listen to your needs and concerns, to then provide sound financial solutions advice, to be available for regular review and/or amendments as required due to life changes and upon request. This can be either advice only or may include the implementation of the solution, at your request.
We are available to answer any queries regarding the product, offering assistance with managing the policy/plan as required, and, importantly, to work side-by-side with you should a claim be made from advising the claim to the Insurer through until the claim is paid.
We operate on a fee-for-service basis or a commission basis and disclose this prior to engagement.
We are proud to be independent of any Financial Institution and have been since incorporation in 1993 – we work for you, not a Bank, Insurer or Fund Manager.
The Firm operates in New Zealand only.
We donate 10% of all income to select charities close to our hearts, each year – it’s part of who we are and what we do in our communities.
PERSONAL INSURANCE
Having your own personal Risk Management Plan prepared by an experienced adviser is the foundation of managing the financial risks.
BUSINESS INSURANCE
Key People are the heart of any business and cash flow is the lifeblood. Talk to us about keeping your cash flow protected and how to reduce ACC Levies.
