Who Are we
Mortgage People™ and Insurance People™ has over 20 years experience in the financial services industry, with their Directors contributing to many of the founding policies and initiatives the industry employs today.
We have been advising people since 1989, and our focus has always been helping families reach their financial goals and manage their money better; ensuring they are adequately protected – ultimately creating wealth.
We are currently one of Auckland’s largest mortgage and insurance advice firms with our Head Office located on Ponsonby Road. Within the team there is a wide range of experience and industry knowledge allowing us to help people what ever their needs.
Our mission is to strive for even higher levels of service and care, as well as introducing innovative concepts that will help promote the financial services advice industry as a whole.
We deal with a wide range of lenders including most major banks and insurance companies and many alternative lending institutions; so that our clients can have access to the premium products and services they deserve to have.
We specialize in providing quality independent advice. All our advisers will look at your current needs and future goals to come up with the best solution for you. We will do all the hard work and running around – saving you the most precious commodity; time.
We are members of the Professional Advisers Association and adhere to the regulations of the professional body. Our advisers also participate in on going professional development, lender and insurer training.
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Our Promise – when you need us most
As your advisers, Insurance People™ plays a very important advocacy role on behalf of you should you ever have the need to claim against your covers. It is our role to provide you with peace of mind.
At claim time we will manage the process for you, you don’t need to talk to the insurance company we will do all the talking for you. Once a claim has been accepted we will follow through with all parties to ensure timely payment is made, keeping you informed along the way.
It is our promise to take care of you when you most need us – at claim time – it’s what we are here for – you.
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At Insurance People™ our team works to take care of you and your loved ones right from the start, by finding a solution that is suited to your needs and wants. We can provide you with the right advice and the service you need to protect your assets and realise the ultimate benefit of financial freedom.
Specialists in personal and business risk management, Insurance People™ offer a full service proposition by advising on everything from health, income protection and general protection, through to business insurance and buy/sell agreements.
Insurance People™ have access to the best products and service available in the industry so that clients can successfully manage their risk and protect their futures with confidence.
INSURANCE PEOPLE services:
- Domestic Insurance: House, Contents, Car, Boat & Travel.
- Personal Insurance: Life, Trauma, Income Protection, Total & Permanent Disability, Medical Cover, Mortgage Protection.
- Business Insurance: Business Cover, Buy/Sell Agreements, Business Interruption, Commercial Vehicle, Indemnity Cover, Key Person, Locum, Liability, Material Damage, Marine Cover.
- KiwiSaver and Investment Planning.
