Lifecycle Financial is a Leading independent Financial Advisory Company providing a wide range of financial services to the clients including Mortgages both Residential & Commercial & Personal insurance products such as life, Health, Income Protection, Mortgage Protection, Redundancy Cover, and Trauma insurance. For home, contents, car, and business insurance we have additional specialists that we call upon.

Lifecycle Financial works with most of the leading Banks, Private Lenders, and insurers in NZ, and therefore can offer the most competitive Interest rates and premiums without compromising on the quality of the products it recommends. We are a leading team of Mortgages and Insurance Specialists who can help you with all of your financial requirements. We are one point of contact for all types of personal insurances.

Why Lifecycle Financial?

  • We are independent Advisors, not bound to use any insurers, and make recommendations to clients on the basis of their need analysis. In this way, we can offer client type of the product and insurance company based upon their requirements and benefits.
  • We are one point of contact for all your financial requirements as we deal with most of the major banks and insurance companies of New Zealand, a client would like to deal with and we offer all types of mortgage and insurance solutions a client would need.
  • We have a team of experienced brokers who have already proved themselves in the insurance market.
  • Our focus is on our clients’ needs and serves them accordingly so that when the time comes, they get what they have paid for and can maintain their living standards.

What we do?

  • We review old covers client has got to see whether it is up-to-date as per their needs and status.
  • We do need analysis based upon the information provided by client.
  • Based upon the need analysis, we contact all insurance companies to get best product and deal as per clients requirements.
  • We do consultation and provide advice on various insurance issues.
  • We will handle all claims on your behalf to get satisfactory conclusion.
  • We do frequent follow-ups and auditing of your insurance portfolio.