HELPING YOU ACHIEVE A BETTER FUTURE
HELPING YOU ACHIEVE A BETTER FUTURE
Advice that stands the test of time.
We’ve been successfully helping people build a better financial future since 2010.
We believe in empowering you by not only helping you plan, invest and protect effectively, but by educating you on how to make informed financial decisions.
Here’s what sets us apart, helping you achieve a better financial future.
Retirement, Investment, Life, Income & Health Insurance Planning
A holistic and sustainable financial planning approach.
The question most people have is ‘Will I be ok later in life?’.
With the help of technology, we can clearly model and refine your financial strategy for life. This process takes the guesswork out of how to structure your financial products such as investment funds, property, kiwisaver and life, income and health insurance.
Cover Types & Premium Structuring
Helping you understand the basics through to the advanced.
As you dig deeper into the possibilities, you find that the investment of insurance can make sense if approached correctly.
What type of cover makes up a protection plan?
How can you take that cover and structure the cost so that it remains affordable until you don’t need it anymore?
ACC Plan & Levy Optimisation
If you’re a self-employed kiwi and are not paying yourself PAYE, you may qualify to restructure your ACC plan.
Most contractors and business owners have not optimised their ACC plan and therefore may be well over or under-insured.
This often equates to under-performing ACC Cover at the claim end.
About Your Adviser
Chris has always enjoyed working with numbers, spreadsheets and analytics. With a passion for people, setting up a service to help people with their financial world was a natural evolution.
Chris and his family live in Leigh, north of Auckland. His wife Alaina assists with the business from time to time in between her primary focus which is ‘the kids’. The two kids are Cole and Honora, and Juno (the dog that counts as the third child). His family enjoys the outdoors, sport, and travel together.
Chris is an entrepreneur that has been self-employed since leaving school. He personally holds a portfolio of investments including investment funds and residential property. He has extensive property renovation, subdivision and rental management experience.
Chris has been in the financial services industry since January 2010 with experience in both the United States and New Zealand markets.
He holds the New Zealand Certificate in Financial Services with specialist qualifications in Investment and Life and Health Insurance (Level 5) and maintains the financial adviser standards set by the Financial Markets Authority (FMA).
Chris has a 100% persistency record across his investment clientele and 98% across his insurance clientele. He has not had a complaint to the Financial Market Authority in all the time operating and puts this down to having an understanding personality with a drive to form long term relationships.
He has not had one insurance claim declined.
Lifeline Assured Limited (FSP745691 trading as Bridge Financial) holds a license issued by the Financial Markets Authority to provide financial advice in investments, life and health insurances. See our disclosures page for more.