Ogilvie Financial Solutions Limited

Ogilvie Financial Solutions Limited, based in Richmond, New Zealand, provides expert insurance advisory services, including life insurance, trauma insurance, income cover protection insurance and KiwiSaver advice, for individuals, families and businesses in the Nelson/Tasman region.

WHO WE ARE:

• Ogilvie Financial Solutions Ltd was set up in September 2014, with Peter Ogilvie as the sole financial adviser, bringing over 20 years of experience in the insurance and investment industry.
• We have developed a strong rapport and trust throughout the community, dealing with families and both business and rural clientele, taking a personal approach to each client’s needs.
• Our team is committed to providing exceptional service, security and peace of mind for our valued clients who entrust us with their insurance and KiwiSaver needs.

WHAT WE DO:

• We offer a range of insurance services, including life insurance, income protection, trauma insurance and medical insurance, as well as KiwiSaver advice and other personal insurances.
• Our expertise extends to business insurance, including business risk insurances and we can provide tailored advice to meet the unique needs of each business.
• We also assist with home, car and contents insurances, ensuring our clients have comprehensive protection for their assets.

WHY CHOOSE US:

• As an independent insurance adviser, we can offer unbiased advice and access to a wide range of insurance products from top insurance companies.
• We take a personal approach, typically holding face-to-face meetings with each client and providing a personalised written insurance report for each client.
• Our expertise and experience in the risk insurance market enable us to provide tailored advice and solutions to meet the unique needs of each client.

FAQ
1. What types of insurance services do you offer?
We offer a range of insurance services, including life insurance, income protection, trauma insurance and medical insurance, as well as KiwiSaver advice and other personal insurances.

2. How do you determine the best insurance options for each client?
We use independent market research to assess each client’s unique needs and circumstances and provide tailored advice and solutions to meet those needs.

3. Can you assist with business insurance needs?
Yes, our expertise extends to business insurance, including business risk insurances and we can provide tailored advice to meet the unique needs of each business.