Peak Financial Services Ltd

Peak Financial Services Ltd, based in Auckland, provides expert insurance advisory services, including investment planning, to help clients achieve financial protection and security.

WHO WE ARE:

• We are a team of Registered Financial Advisers with a unique blend of medical and financial expertise, providing personalized insurance and investment advice.
• Our team, including Joana and Richard, brings years of experience in navigating the complexity of insurance and investments.
• We value building strong relationships with our clients, ensuring they receive tailored guidance and support throughout their financial journey.

WHAT WE DO:

• We offer comprehensive personal insurance services, including life, health and disability insurance, to protect individuals and their families.
• Our business insurance services are designed to protect companies from various financial risks, ensuring business continuity and stability.
• We provide investment planning and Kiwi Saver strategies to help clients achieve their long-term financial goals and secure their retirement.

WHY CHOOSE US:

• We take a holistic approach to financial planning, considering each client’s unique needs and circumstances to provide tailored advice and solutions.
• Our medical background complements our insurance expertise, enabling us to provide informed guidance on complex insurance matters.
• We guarantee regular reviews and ongoing support to ensure our clients’ financial plans remain relevant and effective over time.

FAQ
1. What types of insurance services do you offer?
We provide a range of insurance services, including personal, business, travel and house content insurance, as well as Kiwi Saver and retirement planning.

2. How do you approach investment planning?
Our investment planning process involves understanding each client’s financial goals, risk tolerance and time horizon to create a diversified portfolio that aligns with their objectives.

3. What sets your team apart from other financial advisers?
Our unique blend of medical and financial expertise, combined with our passion for building strong client relationships, sets us apart and enables us to provide personalized, informed guidance and support.