Summit Financial
Summit Financial, based in Wanaka, provides personal and business insurance services to clients throughout New Zealand, including life, health and income protection insurance.
WHO WE ARE:
- We are a team of trusted experts with extensive financial, investment and business experience, dedicated to connecting kiwis and their families to the right insurance solutions.
- Our team comes from a wide range of industries, bringing a unique perspective and approach to insurance and investment solutions.
- We have been helping New Zealanders protect what they love for over 40 years, with a focus on personal and business insurance.
WHAT WE DO:
- We offer personal insurance services, including life, health and income protection insurance, tailored to individual needs and circumstances.
- Our business insurance services include key person insurance, shareholder buyout and business loan protection, designed to protect businesses and their owners.
- We also provide employee insurance solutions, including employee benefits, group life, medical insurance and KiwiSaver, to support businesses and their teams.
WHY CHOOSE US:
- We put our clients first, listening to their needs and connecting them to the right insurance and investment solutions.
- Our team is dedicated to making insurance easy to understand and accessible, with a focus on providing clear and patient advice.
- We work closely with our clients to ensure their insurance and investment solutions support changes in their lives and businesses.
FAQ
1. What types of personal insurance do you offer?
We offer a range of personal insurance services, including life, health and income protection insurance, tailored to individual needs and circumstances.
2. Can you help me with business insurance for my company?
Yes, we provide business insurance services, including key person insurance, shareholder buyout and business loan protection, designed to protect businesses and their owners.
3. How do you help businesses with employee insurance?
We work with businesses to create employee insurance solutions, including employee benefits, group life, medical insurance and KiwiSaver, to support businesses and their teams.