The right insurance advice doesn’t cost

But not getting the right advice could cost dearly

Six Step Financial provides financial advice for those who are seeking financial security for now and the future.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

The right insurance advice doesn’t cost

But not getting the right advice could cost dearly

Six Step Financial provides financial advice for those who are seeking financial security for now and the future.

Secure your future

For the right advice on all financial aspects of life.

Get a Quote

Insurance

Insurance is the ability to transfer your risk to a 3rd party. It is your choice – risk can be avoided, managed or transferred and we will assist you to manage that risk.

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Business Protection

Being a business owner, it is important that your family is looked after; any key person in your business is protected against the inability to work; including business debt and insurance can provide a succession plan for your partner.

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Kiwisaver-icon

KiwiSaver

Investment

We provide tailored investment solutions and retirement planning to ensure you have a happy and free retirement.

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Private Medical

Private medical will ensure that you can obtain medical treatment as and when you require it and not be on a waiting list. It can also provide you with non-Pharmac drugs and immunotherapy.

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Why choose us?

We are dedicated towards providing the highest level of service to our clients, and the widest range of products, as well as offering valuable advice and guidance every step of the way.

1

Establishing a relationship

The first step is the most important – establishing a relationship with you, the client. This relationship will help us determine the best options specific to you and your needs.

2

Information gathering

Step two is gathering all the information we need from you to ensure all is covered and there is no delays in the process. We are there all the way to guide you and answer any questions.

3

Information analysis

The third step is with us, where we analyse all the information and data that you have given us.

4

Develop the best options

Step four is where we develop the best options and then present to you our recommendations. From those recommendations you will get to choose what works best for you.

5

The final ‘plan’

Step five is where we implement the final ‘plan’. We will do all the admin and guide you through any important notes.

6

Regular reviews

The final step, step six. We will ensure that your financial plan is regularly reviewed and monitored to ensure that it is still doing the job that it needs to do, for you.

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Giving back to our clients means giving back to our community

Six Step financial claims paid in the past year.

$0
Income Protection
$0
Trauma Cover
$0
Medical Cover
$0
Life Cover Paid Early

Why Insurance

We have helped a lot of clients and they are not shy about showing off their successes with us. Check out what our clients have to say about their own experiences with us.

Have immediately seen a fantastic growth in my fund

Since taking up your financial advice, to move my KiwiSaver account from my Bank to Generate, I have immediately seen a fantastic growth in my fund. In the six months or so that I have now been with Generate, I have accumulated more Investment Return, than I did in the last three years with my Bank! Thank you again for…read more

Hans

Well done team

Well if I would have known I would have recorded Theodore opening your Paw Patrol birthday card on Saturday. He was one very excited 3 year old. Well done team.

Happy Family Member

I’m so grateful I kept it (mortgage protection)

With regards to mortgage protection, I’m so grateful I kept it. I was going to cancel this in 2015 when my ex-husband and I split and we sold the house (I am still renting and cannot see this changing) but Pete convinced me not to. As it turned out it was good that I didn’t cancel it, as I hurt…read more

Delwyn

Provided us with funds when we really needed it

One usually has insurance for peace of mind, but while playing tennis last year I suffered a heart attack. I didn’t think it could ever happen to me. My Trauma insurance provided us with funds when we really needed it.

Richard

I would highly recommend medical insurance

I have claimed on my medical insurance many times including for both my hips and my busy lifestyle and business would have been severely impacted if I had to wait for the DHB to schedule my surgeries, I would highly recommend medical insurance.

Steve A very active and sporty 50 year old business owner in Nelson

Invaluable to my business

I went to work as per normal on Wednesday morning, by Thursday I was in hospital and by Friday I was in ICU. My trauma cover pay-out and the advice I received from Pete, ensured my business continued to operate without me and I returned to my normal life when I recovered. It was invaluable to my business and my…read more

Mark Business Owner, Nelson

Definitely life saving

Thank you so much Kay and Mike for all your help with organising my insurance claim. I feel incredibly grateful that Peter suggested we add to our existing medical insurance by including Partners Life with a $10,000 excess. I have been able to have the surgery now which was denied by my other insurer and which the surgeon suggests was…read more

Sarah

If I had not had this insurance in place

I fell ill some years ago and I was forced to be away from work for several months. My Business Protection policy paid my firm over $150,000 over this period, while I was not there to contribute. If I had not had this insurance in place, it would have created significant hardship for not only myself but my partners and…read more

Lawyer Nelson

Rees a National BDM from Auckland says

I was self employed a while back when a joist gave way under me during a renovation project. I fell from a height of 3 meters causing me to fracture my back. The Income Protection Mike recommended assisted me financially and enabled me to concentrate on my rehab over the following months. This was my second claim, I had previous…read more

Rees National BDM, Auckland

Peter a Deepsea fishing boat skipper based out of Nelson had the following to say about Income Protection

I had sold my farm in 2010 and was wanting to cancel my income protection insurance. Pete insisted I keep it and thank goodness I listened to him. In 2012 I was diagnosed with Lymphoma cancer my insurance paid me a lump sum Trauma amount, as well as about 24 months worth of my income protection. I recovered following chemotherapy…read more

Peter Skipper, Nelson

Craig, a Bank Manager for a large Bank in Auckland says

Being one to regularly review my insurances, I was pleasantly surprised to learn from Mike at one of these reviews that I had a claim for my kneecap I had fractured in a fall a few months prior to the meeting. This was an unexpected windfall when I really needed it. This has definitely reinforced my opinion of the value…read more

Craig Bank Manager, Auckland

Paddy a farmer in Tasman has the following to say about reviewing your insurances regularly

On a recent review with Mike and Pete I discovered to my surprise that I had a claim for an injury to my wrist I had done nearly 6 months back. The claim that was paid to us really helped us to navigate Covid and couldn’t have come at a better time, my advice - always review your insurance!

Paddy Farmer, Tasman

Larry an Account Manager from Auckland had the following to say about Medical Insurance

When I fell an injured my back, ACC declined to pay for the surgery I needed, saying it was degenerative due to my age. I was relieved to have my Private insurance cover which paid for my surgery which was unaffordable yet essential to my recovery.

Larry Account Manager, Auckland

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Six Step Financial Services Limited

Level 1, 207 Queen Street, Richmond 7020
03 548 2219
mike@sixstep.co.nz
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