Institute of Certified NZ Bookkeepers

Insurance


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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"


Key contact:

Jason Gadsdon
P: 021 811 844 or 09 271 2570
E: jason@discoveryfinancialservices.co.nz

Date added: April 2019

Offer expires: Until further notice

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GSI Direct

GSI Direct is New Zealand's online PI insurance provider.  By arranging your insurance via the web, we can keep premiums low and provide the cover you need within minutes.

  • Underwritten by Lloyds of London
  • 200+ occupations covered
  • Excessess starting at $250
  • Get a quote in 30 seconds and cover in 4 minutes

It is easy to arrange your policy - we'll handle everything online.  And if you ever need to make a claim, our local claims team are here to look after you.


Key contact:

Natalie Wilson
P: 0800 INDEMNITY (463 366)
E: help@gsidirect.co.nz

Date added: January 2018

Offer expires: Until further notice

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Maurice Trapp

All members of the ICNZB will be able to take advantage of a discount of up to 20% on any new business and personal insurance policies taken out and issued 3 months from the announcement date made by the Executive Committee.  This discount is for the life of the policy and includes their immediate family ie. spouse and children.  After this time, members can apply to have a discount of up to 10%.


Key contact:

Mary Kater
P: 027 825 4133
E: mary@mauricetrapp.com

Date added: July 2017

Offer expires: Until further notice

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