financial insight

Financial Insight NZ Limited was originally founded in 1988, incorporated in 1993 as an independent brokerage by Greg Coldicutt. In 2020, the Firm has been granted a ‘Transitional Licence’ to operate as a Financial Advice provider (FAP) – FSP Number 722511, effective 2021 to 2023.

Greg is a Financial Adviser (FSP Number FSP67081) and has over 33 years’ experience as an Adviser, which means you get the benefit from his years of knowledge and experience, especially when it comes to the complexity of selecting the right insurance or retirement solution for you or working with you at claim time.

Greg works with his wife, Gaynor, who is the Client & Administration Manager for the Firm. Additional Specialists in their respective areas of expertise outside our scope of service are available as the need arises.

When you become a client of Financial Insight NZ Ltd, our involvement is to provide sound financial solutions advice, to be available for regular review and/or amendments as required due to life changes and on request.

We are available to answer any queries regarding the Product, offering assistance with managing the policy/plan as required, and, importantly, to work side-by-side with you should a Claim be made from advising a claim to the Insurer through until the claim is paid.

Financial Insight NZ Limited operates on a fee-for-service basis or a commission basis and disclose this prior to engagement. We are independent of any Financial Institution in New Zealand and have been since incorporation in 1993 – we are proud of this fact as we work for you, not a Bank, Insurer or Fund Manager. The Firm operates in New Zealand only.

We donate 10% of all income to select charities close to our hearts, each year – it’s part of who we are and what we do in our communities.

John 3:16
Coldicutt Financial
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Retired

Walter and Mary R.

“Greg has managed our finances over the last 25 years plus.
We have had only the best advice on our Finances, Insurances, and Kiwi Saver for peace of mind”.

Self-employed Interior Design Consultant

Maree P.

“I have been a client for nearly 30 years. Greg has always conducted himself
in a professional and knowledgeable manner. He gives me confidence with advice and management of
my insurances and KiwiSaver. Highly recommended!”

Co-Founder & CEO - CCG Ltd - Auckland

Keith H.

Greg quickly gained the trust and respect of our Accountants, Banks, and Lawyers
due to his honesty, integrity, and genuine approach.
He has become an integral part of our business team, and moving forward we know the
business is in great hands and that the security for our key personnel and
families has been structured extremely well due to Greg’s fastidious and astute business approach.”

Business Owner & General Manager

Steve & Tracy S.

“Greg has been assisting my family for the past 25 years and we have become friends as well as clients.
I am very happy with his professionalism and his ability to help us make wise financial decisions and
I gladly recommend your services whenever possible”

Business Owners

Colin and Cathy T.

“Greg took care of everything for us when we had a major disability claim in 2016.
He worked tirelessly in the background for us, for which we are forever grateful.
Colin has only just started back at work part-time this year due to post-operative health issues.
If it were not for Greg, we would not have survived on one income alone all this time.
He went above and beyond for us and highly recommend him to anyone
who is looking at investing in financial advice and insurances.”

Business Owners

Keith and Michelle H.

“Greg has been and continues to be an integral part of our ongoing
journey to financial freedom. We were introduced some 30 years ago
and over that time Greg has been with us through all the highs and lows.
Greg is very astute and fastidious and has become a very loyal, trusted
and highly regarded financial confidante to us both”.

National Sales Manager

Phil & Eileen D.

“His attention to detail is excellent and we would not hesitate to
recommend him to anyone we know. In fact, we already have!”

Retired

Sherilyn H.

“These have been a worrying few months, but your help
and the Company honouring their policy was truly a welcome relief.
We have had an association with you for over twenty years, which shows our faith in you.
Thank you once again, from both of us.”

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business insurance

BUSINESS INSURANCE

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BUSINESS INSURANCE

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