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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.

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.

Request a free call back

All consultants are able to give you a free call back at any time.

Request a free call back

Our Trusted Affiliates

Six Step Financial Services Limited

Level 1, 207 Queen Street, Richmond 7020

A proud member of

My Solutions

Six Step Financial is a proud member of My Solutions. For further information please click here.

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