Dormfin Financial Services

Dormfin Financial Services, based in Auckland, provides comprehensive financial services including life insurance, disability insurance, trauma insurance and more, to individuals and families in New Zealand, helping them secure their financial future.

WHO WE ARE:

• We are a team of dedicated professionals with a deep understanding of the complexities of insurance and financial planning.
• Our core belief is that access to trustworthy and understandable insurance is essential to support New Zealand families, guiding our approach to providing tailored coverage.
• With expertise rooted in a history of turning uncertainty into assurance for families, we stand beside our clients amidst life’s unpredictable turns.

WHAT WE DO:

• We offer customised life insurance policies to secure loved ones’ financial well-being, providing peace of mind for the future.
• Our disability insurance and trauma insurance services ensure financial safety and support in the event of unexpected disabilities or severe health incidents.
• We also provide mortgage protection, private medical insurance, travel insurance and business buy/sell services, catering to a wide range of financial needs.

WHY CHOOSE US:

• We provide dedicated support, not just as advisors, but as part of our clients’ team, ensuring they are guided every step of the way.
• Our commitment to long-term security means we’re in it for the long haul, ensuring our clients’ peace of mind is secure and lasting.
• We believe in creating a safety net against life’s unforeseen challenges, making us a trusted partner for families seeking financial certainty.

FAQ
1. What is the process of getting a customised insurance policy?
Our process begins with a consultation to understand our clients’ aspirations and apprehensions, followed by customisation of options to find the perfect policy and finally, a commitment to a plan that shields them and their loved ones.

2. How do you determine the right level of coverage for a client?
We determine the right level of coverage by considering our clients’ individual circumstances, including their financial situation, dependents and long-term goals, to create a tailored policy that meets their specific needs.

3. Can I change or update my insurance policy as my circumstances change?
Yes, we understand that life is unpredictable and circumstances can change. We work closely with our clients to review and update their policies as needed, ensuring they always have the right level of coverage and protection.