Our Experience

The team at Advice Plus have over 40 years hands-on Insurance Industry experience. We look first to understand the outcomes you need for your business or family should your wealth or lifestyle become affected when someone important to you dies or becomes disabled. We use a specifically designed financial calculator to accurately determine your potential exposure, and ensure that we fully and clearly determined your financial needs, before recommending a unique insurance solution, specific to your situation.

We have relationships with New Zealand’s top insurance companies, and work with our customers to ensure we place their cover with the most suitable insurance partner, based on our customers’ unique circumstances and insurance needs.

Business owners Jamie Lester and Heath Cleland have extensive experience, both as Financial Advisers as well as working within Insurance Companies which gives them a valuable understanding of the way the wider Insurance industry operates.

Heath and Jamie are supported by an administrative team who are passionate about providing excellent customer service and ensuring Good Customer Outcomes.

Team

Advice Plus Limited, and the advisers who gives financial advice under it, are licenced to provide financial advice on:

  • Personal life, sickness and disability insurance needs and products
  • Business life and disability insurance needs and products
  • Health insurance needs and products
  • Employee Benefits Insurance (Group Cover)
  • Limited information on Kiwisaver related to Generate