MoneyCoach - partners in your financial success

Personal and business financial services are offered by many companies, but you will find the personal and dedicated approach from the team at MoneyCoach will assist you manage your finance and insurance needs better.

Let us help you dot your i's

If you have no investments or insurance we can start you on the right road to grow and protect your weatlh easily and economically. If you have existing insurances and investments, they may need reviewing to ensure they are relevant to your life situation today.


We will make a difference to your future.

Financial-Checklist.jpg

Dotline.gif


  • Personal Insurance - including Life, Trauma, Health, Income Protection
  • Mortgages - a full range of mortgage options including equity release loans and investments
  • Investments including property, lump sum, term
  • Property Investments including property management properties for sale, properties to let, site development, project management, property maintenance
  • Domestic insurance for house, contents, car, caravan, boat
  • Commercial insurance for buildings, equipment, vehicles, liabilities
  • Business Insurance key man and shareholders' cover
  • Travel insurance for pleasure and business
  • Property Investments including property management, properties for sale, properties to let, site development, project management, property maintenance

Sentinel KiwiSaver

Dotline.gif