CIC Financial

CIC Financial, based in Christchurch Central, New Zealand, provides a range of financial services including health insurance, life insurance and investment solutions, to help individuals and businesses achieve their financial goals.

WHO WE ARE:

• We are a family-owned company, employing family-oriented people, dedicated to delivering personalised financial advice and services.
• Our team of experienced financial advisers take a holistic approach to financial planning, considering all aspects of our clients’ lives.
• We pride ourselves on our commitment to building long-term relationships with our clients, founded on trust, integrity and expertise.

WHAT WE DO:

• We offer a comprehensive range of financial services, including financial roadmaps, home loans, life insurance, income protection and health insurance, tailored to meet the unique needs of each client.
• Our services extend to businesses, providing group insurance, business contingency planning and employee seminars, to support business growth and success.
• We also provide investment solutions, including KiwiSaver and other investment options, to help our clients achieve their long-term financial objectives.

WHY CHOOSE US:

• Our personalised approach ensures that each client receives tailored advice and solutions, addressing their specific financial needs and goals.
• We offer a comprehensive and integrated approach to financial planning, considering all aspects of our clients’ financial lives.
• Our commitment to ongoing education and professional development ensures that our clients receive the most up-to-date and effective financial advice and solutions.

FAQ
1. What is the process for creating a financial roadmap?
Our financial advisers work closely with clients to understand their financial goals and objectives and create a tailored financial roadmap to achieve them.

2. How do you determine the most suitable insurance products for my needs?
We take a thorough and personalised approach to understanding our clients’ insurance needs, considering factors such as lifestyle, health and financial situation, to recommend the most suitable insurance products.

3. Can you provide guidance on investment options and strategies?
Yes, our experienced financial advisers can provide expert guidance on investment options and strategies, including KiwiSaver and other investment solutions, to help our clients achieve their long-term financial goals.