Our Process
Advice in six clear steps — no jargon, no pressure.
From a first conversation to regular reviews, here's exactly what working together looks like.
01
First conversationA no-obligation first meeting — in person in Queenstown or by video — to understand where
you're at, what's urgent, and whether we're a good fit.
02
Discovery & fact findWe map your full picture — income, commitments, existing cover, KiwiSaver, goals for your
family and retirement.
03
Analysis & researchWe research across New Zealand's leading providers to design a plan that fits your needs and
budget.
04
Advice, step by stepWe walk through the recommendations together in plain terms, so every decision is one you
understand and own.
05
ImplementationWe handle the paperwork and applications with the providers, keeping you informed at every
stage.
06
Ongoing reviewsWe review your plan every year, or every six months if more is changing for you — keeping
cover, contributions and goals matched to your age and stage of life.
“
Angharad is a professional with great ethics, she loves what she does and the service is customized according to your situation. She helped me choose the right insurance provider according to my budget and work. At first, I was not familiar with how kiwisaver worked in New Zealand but she explained it to me patiently using simple English. We have set goals to strengthen my savings. In addition, every year we meet to check if the insurance providers keep being the right for me and if we have to change the savings goals. I highly recommend her services as an advisor.
Johanna — Client, Queenstown