FAQs

How much does it cost to use a financial adviser?

We are paid directly by the financial providers we use. E.g., if we put an Insurance policy in place for you, the insurance provider pays us a percentage amount. This does not make your premiums more expensive because you chose to seek financial advice.

Alternatively, we can charge you a fee of $150 per hour for our advice, and not receive commission from the financial providers.

Why would I use a financial adviser?

There are many different products and providers available, some of which you can only access by using a financial adviser.

Using a Financial Adviser allows you to have a tailored plan made for you. You do not have to proceed with that plan, just because we have put it together for you. It is simply our recommendation on what we think you need for your situation.

Why should I use Solutions over other Financial Advisers?

We are some of the only Financial Advisers in New Zealand who understand the business and personal insurance market inside and out. Kevin has been heavily involved in the creation of many of these products which are available today. He knows what clients want out of Insurance, and has strong connections in the industry to help shape what it looks like now, and in the future.

We also pride ourselves on offering personalised, timely service to our clients, as we want to give our clients the service we would expect ourselves.

We create partnerships for life, and want to work with you for many years as you progress through life’s milestones. We want to help like-minded people who can get the most out of our services.

Can you help me if I already have some insurances in place?

Yes, we frequently meet clients who have existing insurances. We can work these into our recommendation for you with no problem.

Other than Insurance, what else do you do?

We are facilitators for all of your financial needs. If you don’t have a Will, we can put you in touch with someone who can. If you need mortgage assistance, we have a range of contacts and can put you in touch with someone who is suitable. If you need fire and general insurance advice, we work with some great providers who we use personally for our own insurance.