Our Promise

Stephanie helps you get the care you need. There is no generic approach with her. She listened to me so that my cover fits my lifestyle. Your health needs are never predictable, so neither are the types of claims that you may end up making. I did need Stephanie earlier than I was expecting to!

I was anxious about having to deal with the urgent need for a breast operation but there was an insurance claim to be made. It wasn’t easy but she gathered all the information to the right people and presented my case. She kept me in the loop . Without her I wouldn’t have had my claim pre-approved before the operation, if at all. Instead, she gave me the relief I needed before the surgery. I recommend her to all my friends, even those who think they already have insurance.

I met Stephanie at a Property Investors meeting where she gave an interesting and informative talk on life and disability risk management. My husband and I have always been acutely aware of the need to be prepared for any unexpected changes in life circumstances and had over the years acquired various insurances previously in South Africa and here in New Zealand, once we had decided that New Zealand was home. We have also had the opportunity to get to know a few “ Insurance Advisers” along the way, and had our fair share of doubts about the integrity and honesty of some.

It was therefore, refreshing to meet Stephanie .We had made use of her offer of an obligation -free consultation to review the health status of our insurances. We were at that time looking to obtain Health Insurance in addition to our already existing Life and Disability, Income Protection and Mortgage Protection Insurances.

Stephanie demonstrated a confidence in her knowledge of what products were on offer and which suited our needs best at the time. At no time did we feel pressured or intimidated into taking a particular product. She offered suggestions and made clear her reasons for these and answered our questions honestly and patiently. I particularly like her friendly, down-to-earth manner which we have grown to enjoy as the real “kiwi” way.

It has been more that two years now, since we met and handed over the management of our insurance portfolio to Stephanie and her team. During this time they have followed up on queries in a timely and professional manner and kept in contact; this is of great importance to us, having had the experiences of advisers disappearing after documents have been signed and policies accepted. I therefore had no hesitation in providing this testimonial as we are very appreciative of the professional service we have had from Stephanie.

We have every confidence that we will continue to have a great relationship with Stephanie and are thrilled that her hard work and dedication is being recognised today as a nominee for Risk Adviser of the Year. It will come as no surprise when she comes out on top.