Welcome to Financial Insight NZ Limited.
Initially founded in 1988, the firm was incorporated in 1993 as an independent insurance and investment agency by Greg Coldicutt.
In 2022, with the introduction of new Government regulations for the Financial Services advisory profession, the firm was granted a full ‘Class 1 Licence’ from the Financial Markets Authority (FMA) to operate as a licensed Financial Advice Provider (FAP).
Greg contracts with the firm as an FMA-licensed Financial Adviser, with the required NZ qualifications for investment advice and insurance advice. He brings almost four decades of experience as an Adviser to the table, providing you with the benefit of his extensive knowledge and expertise, particularly in navigating the complexities of selecting the right investment, retirement solution, or insurance to achieve your goals and objectives.
When you become a Financial Insight NZ Limited client, our primary focus is to listen to your needs and concerns, your goals and objectives, and then to tailor sound financial solutions advice, specifically for you. This can be either advice only or include the implementation of the recommended solution, at your request. In the years following implementation, we’re available for regular reviews and amendments as needed, due to life changes or upon request. We also provide regular market commentary to assist our clients’ financial decision-making.
We are available to answer any queries regarding the recommended product, provide assistance with policy or plan management as needed, and work closely with you should you experience an insurance claim. This includes advising the claim to the Insurer and assisting you as required.
We also offer comprehensive wealth management advisory services and programs to select HNW clients and Family Offices.
The firm operates on a hybrid fee-for-service and/or commission model, and this is fully disclosed before engagement. Further details can be found in our public FAP Disclosure Statement, which can be found here: https://financialinsight.co.nz/fap-disclosure/
We are proud to be independent of any Financial Institution and have been since our incorporation in 1993 – we work for you, not a Bank, Insurer or Fund Manager.
A 30-minute online consultation, free of charge and with no obligation, is offered to all prospective clients to ensure we are a good fit and want to work together.
PERSONAL INSURANCE
Having your own personal Risk Management Plan prepared by an experienced adviser is the foundation of managing the financial risks.
BUSINESS INSURANCE
Key People are the heart of any business and cash flow is the lifeblood. Talk to us about keeping your cash flow protected and how to reduce ACC Levies.
