Insurance

We work with an experienced and licenced insurance advisor who we can refer you to. They can assist with the following:

  • Life Insurance (and terminal illness)
  • Trauma Insurance
  • TPD (Total and Permanent disability)
  • Mortgage Protection
  • Income Protection

Get in touch with us so we can refer you for a free review.

Fire and General Insurance (F&G)

As part of our process we offer a referral to a reputable company, who offer a free competitive general insurance quote for all our clients.

Tip: use this Cordell Calculator to work out your insurance needs, unlike the old days you are responsible for it.

Mortgages

Call us or let’s chat over coffee. We’ll understand what you would like in the ideal world, get some paperwork (yay!), assess your financial position, work out who has the best Policy, Product & finally Pricing, across our panel of lenders, to ensure that you’re getting the best overall offer!

The difference with me is that I’m actually here for you and want only what’s best for you from a financial point of view. I believe that if I do the best by my clients, I’ll always be in business.

Insurance

We work with an experienced and licenced insurance advisor who we can refer you to. They can assist with the following:

  • Life Insurance (and terminal illness)
  • Trauma Insurance
  • TPD (Total and Permanent disability)
  • Mortgage Protection
  • Income Protection

Get in touch with us so we can refer you for a free review.

KiwiSaver

Retirement, it’s not a dirty word and yet we all shy away from it, why? KiwiSaver offers benefits no other investment can:

  • A 3% contribution from your employer
  • Member Tax Credits of up to $521.43 every year
  • First home withdrawal
  • Up to $10,000 HomeStart grant
  • Your money is held in trust

 
 
Naveet

Naveet Prasad
Financial Adviser

09 390 0288
0220 31 41 51
[email protected]


Let’s make your vision a reality!

Subscribe to our occasional newsletter.