For business owners to provide flexible insurance, medical and investment options to their staff without any administration involvement or legal obligation. It is also prudent to deal with an Authorised Financial Adviser (AFA).
HWP provides the solution for companies to access insurance, medical, mortgages & investments options at reduced rates. Preferential (corporate/wholesale) rates available from our market leading providers and extended to our clients. And we are available to talk to!
INSURANCE
MEDICAL
MORTGAGES
INVESTMENT
KIWISAVER
REAL Woman Series, Accuro Health Insurance & HWP Financial Services
(with our new logo).
Why Health Wealth Preservation?
It's a maze out there.
We have many years experience in the insurance industry. We have enhanced our relationship with our providers over this period and have negotiated preferential rates that we extend to our clients.
Also it is of utmost importance that the insurance claim is paid. To avoid any disappointment should a claim be necessary we ensure that our clients provide the relevant detail to the insurer at inception of the contract. Should further information be required the insurer will request the detail.
It is worth remembering that any insurer is likely to ask a number of questions and we prefer that this is done at the application stage rather than at claim stage. Find out more
We have known Neil Clarke for many years and worked with him and his team to provide tax efficient and commercially sound personal insurance and investment solutions for our clients.
Our clients have both business and personal needs, and he has always been extremely pro-active in meeting their needs and providing practical solutions that are always cost effective. In doing so he provides options and recommendations in plain English terms that our clients understand. They keep coming back for more and we encourage them to do so!
All eligible New Zealanders should be on KiwiSaver. Although KiwiSaver probably will not take care of all your retirement income requirements, the sooner you start the better off you will be. An Authorised Financial Adviser (AFA) can assit you and your staff with this.
Neil B Clarke (AFA) - Financial Markets Authority link