OnPoint Financial Advice - Kiwisaver & Insurance Advisors
Financial Services
Know what’s happening
Access the private noticeboard for verified neighbours near you. Keep informed about any suspicious activity, send urgent updates to your neighbours when required and discuss emergency planning.
Get to know your neighbours
Browse the directory and start getting to know your neighbours. Don’t want to post to the whole neighbourhood? Send a private message.
Buy, sell and give away
Want to declutter your garage? Buy some used household items? Give away some garden stuff? Become a verified neighbour to browse and post items for sale. Trading is simple when everyone lives nearby.
Financial Services
I am a Financial Advisor and NZ Associated Chartered Accountant with over 7+ years experience in the financial services arena based in Ellerslie. It is my mission to help you grow your wealth, protect and preserve your quality of life.
I specialise in providing Financial Education in the areas of Kiwisaver, Insurances, Wills & Trusts.
I can show you how to maximise and make the most out of your Kiwisaver so you might have hundreds and thousands more in your pocket! If your Kiwisaver is with a Bank, enrolled by default through your employer or don't know what is happening with your money, SPEAK TO ME!
I can also educate you in the arena of Insurances. I am not about "selling" insurances, but about understanding what type of insurances fit your circumstances and needs/budget to help you achieve your FINANCIAL GOALS and secure a QUALITY OF LIFE.
Business Insurances, Life Insurance, Medical Insurance, Mortgage & Income Protection, Trauma, Car & Contents Insurance.
