Insurance & Investment Services Ltd

Insurance & Investment Services Ltd, based in Christchurch, New Zealand, provides a range of financial services including UK pension transfers, KiwiSaver, personal insurance and investments, helping clients achieve financial security and retirement goals.

WHO WE ARE:

• Our team, led by Norm and Tim Waldon, has extensive experience in financial advice, with over 20 years of expertise in personal insurances, investments and UK Pension transfers.
• We are licensed under the Financial Markets Conduct Act 2013 to provide a financial adviser service, ensuring our clients receive professional and regulated advice.
• As members of Financial Advice New Zealand, we are committed to upholding the highest standards of financial advice and service.

WHAT WE DO:

• We offer specialist services in UK pension transfers, helping clients transfer their UK pensions to New Zealand and make the most of their retirement savings.
• Our KiwiSaver services provide clients with expert advice on how to optimize their KiwiSaver investments and achieve their long-term financial goals.
• We provide personalized insurance solutions, including life insurance, income protection and trauma insurance, to protect our clients’ financial well-being.

WHY CHOOSE US:

• We provide clear, experienced and friendly help for insurance, investments, pensions and KiwiSaver, ensuring our clients receive tailored advice and guidance.
• Our team takes a personal approach to financial advice, working closely with clients to understand their unique needs and goals.
• We are committed to helping our clients make informed financial decisions, providing them with the knowledge and confidence to achieve financial security and success.

FAQ
1. What is the process for transferring a UK pension to New Zealand?
The process involves obtaining a free, no-obligation quotation from your UK pension provider and our team will guide you through the transfer process, ensuring a smooth and efficient transfer of your pension funds.

2. How do I know which KiwiSaver fund is right for me?
Our team will work with you to understand your financial goals, risk tolerance and investment preferences, providing personalized advice on selecting the most suitable KiwiSaver fund for your needs.

3. What types of personal insurance do you offer?
We offer a range of personal insurance solutions, including life insurance, income protection and trauma insurance, to protect our clients’ financial well-being and provide peace of mind for themselves and their loved ones.