Essential Financial Solutions Ltd

Essential Financial Solutions Ltd is a trusted, family-run business based in Cambridge, New Zealand, providing expert financial advisory services including insurance, KiwiSaver and estate planning for families and businesses.

WHO WE ARE:

• We are a team of experienced and educated financial advisors with over 15 years of experience in the industry.
• Our approach is built on genuine relationships with clients and providers, ensuring the best possible outcomes for everyone involved.
• We pride ourselves on being a family-run business, understanding the importance of building strong relationships with our clients.

WHAT WE DO:

• We offer customised financial advice tailored to suit individual needs, making insurance and KiwiSaver less confusing and more straightforward.
• Our services include insurance, KiwiSaver, ACC and estate planning, all designed to provide peace of mind and financial security.
• We work closely with our clients to understand their goals and develop personalised plans to achieve them.

WHY CHOOSE US:

• We provide top-notch service and support, always available to answer questions and put minds at ease.
• Our team is committed to making insurance and KiwiSaver easy to understand, taking the stress out of financial planning.
• We are dedicated to building long-term relationships with our clients, helping them achieve their financial goals and secure their futures.

FAQ
1. What types of insurance services do you offer?
We offer a range of insurance services, including life insurance, income protection and home insurance, all designed to provide financial protection and peace of mind.

2. How do you help clients with KiwiSaver?
We work with our clients to understand their KiwiSaver goals and develop a personalised plan to help them achieve them, including selecting the right scheme and making regular contributions.

3. What is involved in your estate planning service?
Our estate planning service involves working with clients to understand their wishes and develop a plan to ensure their assets are distributed according to their desires, including wills, trusts and powers of attorney.