Discovery Financial Services
It is a privilege to be able to provide ICNZB with a complete insurance and KiwiSaver offering.
We offer specialised personalised advice on the topics of insurance and KiwiSaver. We take time to listen and understand our clients' needs and wants as no two clients are ever the same. With out team of 3 Authorised Financial Advisors (AFA's), we are able to get our clients preferential rates wtih multiple insurers for personal and business insurance. We have also negotiated with one of our suppliers to purpose built cover for members of the ICNZB designed for bookkeeping businesses. We also help with managing potential claims for our clients. Insurance is only as good as the last time that it was reviewed as circumstances change quickly and regularly it is important to keep the plan relevant. We offer regular updates to our clients offering reviews via phone and email to make sure that your plan is kept relevant to your needs.
As we like to say "its better to meet with you 3 years too early, than 1 day too late"
P: 021 811 844 or 09 271 2570
Date added: April 2019
Offer expires: Until further notice