Kevin operates in an upfront and honest manner, as it is the only way to make sure the right protection plan is in place for you.
Planning for your future is a very personalised thing and Kevin will work with you to establish what is important, what your goals are and put the right foundation in place to plan for success.
Kevin does not just sell you a product or try to squeeze you into a box, he wants to find a solution that is manageable, unique to your requirements and most importantly gives you the tools you need to protect and grow your wealth and well being.
Kevin will only advise on his areas of expertise, but can recommend other professionals if you require additional advice such as lawyers, accountants, business advisers, leading real estate agents and business succession experts.
Let Kevin advise you on:
- Personal risk protection
- All aspects of Business Insurance
- ACC (for the self-employed)
- Risk management
- Home loans and business lending
- Financial & retirement planning
Kevin is a Senior Registered Financial Adviser (RFA/FSP 156644) and Risk Specialist. With over 20 years’ experience, Kevin is well skilled in helping people assess and protect themselves and their family when the need arises.
As part of the Apex Advice Group, who have been providing financial advice to New Zealanders since 1987, Kevin helps you protect and grow your wealth by offering specialised, individual and trustworthy advice on all aspects of risk protection whether that be personal, business or assisting with investment, financial planning or mortgages.
Kevin will work alongside you to ensure you have the right structure & cover in place in the event of illness, death or inability to work due to illness/accident. If any of these unforeseen circumstances occur he will make sure you, along with your family or business (and partners) have minimal financial stress and your assets remain intact.
In his spare time Kevin is a proud supporter of the Marist Rugby club and enjoys travelling with his partner Marlene. During the summer months, Kevin can be heard on Radio Sport and Newstalk ZB as the voice of lawn bowls news and events around New Zealand.
how Kevin works
While working towards your future can be confusing, difficult and daunting, Kevin makes the whole process simple and is with you every step of the way. After years of experience helping people create and manage their wealth Kevin will work with you through the following process.
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Kevin establishes and defines your working relationship, outlining the scope of what you both need to do.
Kevin listens to what your needs are, what is a priority for you and what you think you need for you and your family.
Kevin reviews your personal and financial needs are.
Kevin puts together a plan that he believes will work for you to ensure you are covered. He present this in a formal document outlining everything.
After talking through the specifics with you, Kevin will begin putting everything in place and getting you covered.
Things change all the time, Kevin will actively review your circumstance regularly, if things change, let him know and he can amend your plan as required.
Our cover was all over the place & we did not really understand the workings of our policies. We were put onto Kevin by a family friend & he went through our requirements in depth & worked out what we needed when the “What if “ questions arise. We now have an understandable portfolio that in the event of an unforeseen circumstance such as death, illness or inability to work we know we have the right & affordable “safety valve”
Kieran & June (Pukekohe)
It happened real quick & “bang” heart attack, ambulance to Auckland, then a triple by pass — Work, mortgage, family requirements were now a real concern. We were fortunate our advisor Kevin stepped in & got the claims process underway for a Trauma Claim which was paid out & the financial pressure was removed. Now I fully understand the value of my cover.
KB (North Shore)
We had confusion around our ACC — Why were we paying so much in levies & insurance premiums? Why were ACC so difficult to understand. We had no idea of what (and what not) ACC would pay should something happen to Derek and he was unable to work in our business which is our livelihood. Our accountant put us in contact with Kevin and after 4 meetings & discussions involving Kevin and our accountant all was sorted. Yes it took time to get it right but it was worth it as we now know we have all bases covered and Kevin is only a phone call away. The money we now spend on our ACC and insurances has value & understanding. Thanks Kevin.
Derek & Lisa (Ngatea)