Satisfaction Survey Results

Thank you to everyone who returned our most recent Client Satisfaction Survey Results.  There is a detailed summary under the link in the “Quick Links” area on the right.  The survey told us we need to work on two areas in particular: frequency of contact, and ease of understanding of our communications (including reports).  We are working on these things, and hope you will notice improvements very soon.

Professional development

As part of the process of keeping our knowledge and skills up to date Rosemary and Simon attended the annual conference of our professional body in Auckland last week.  The conference was a great success, thanks in large part to Rosemary, who had a big role as part of the organising committee.  As always there were many useful learning and networking opportunities.

Simon a Fellow

At an awards dinner at our annual conference Simon was surprised and humbled to be one of five members recognised by the Board as a Fellow of the Institute of Financial Advisers (

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Secondary Disclosure Statement

Satisfaction Survey Results
Health Insurance

Our Charities

We understand the importance of the need for children, youth and young adults to feel safe, respected and fulfilled. This is why we support these two charities:

Catwalk Trust - Spinal Cord Injury Research Trust

Graeme Dingle Foundation

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