Get in touch.
Submit your details using the form provided, or contact us directly via phone or email. We look forward to working together!
P: 09 951 2514
E: info@onainsurance.co.nz
Our Process.
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Initial Meeting
We will meet to discuss the services we offer as Financial Advisers and gather the necessary information to help us recommend the right policy for your needs.
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Homework
Once we have the relevant information, we will assess the type and amount of cover required and identify which provider offers the best solution for your situation.
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Present & Implement
We will meet again to present the recommendation report, discuss how the plan aligns with your goals, make any required changes, and agree on the implementation of the selected insurance plan.
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Application and Assessment
We will submit your insurance application to the chosen provider, working with them to ensure you receive the best offer suited to your circumstances.
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Review
Once your policy is issued, we will contact you to arrange a review to ensure your cover remains suitable. Changes in your lifestyle, income, or health may require updates to your policy.