Our Experience

Between business owners Jamie Lester and Heath Cleland we have over 30 years experience in the insurance industry, not only as advisers but having worked inside insurance companies to understand what makes them tick.

 

Heath and Jamie are supported by an administrative team focused on ensuring high service levels and fast response rates.

 

We have working relationships with New Zealand’s top insurance companies.

 

Work with a range of SME businesses including manufacturing, engineering, project management, hospitality as well as professional service companies. This has given us insight into understanding the key impacts affecting a diverse range of businesses.

Who We Work With

NIB

AIA

Fidelity-Life

Asteron-Life

AMP

“What I liked was the holistic approach. I could see that Jamie understood this business and I could see how he arrived at his recommendations. Even better, we now have a written plan which we can update regularly. If anything does happen to me people will be able to see what has been done and why we did it that way. I think it is really valuable.”

Stephen Dil (Managing Director) Dil’s Funeral Service