About Us

Insite Group is a team of Registered Financial Advisers committed to providing an excellent service to all our new and existing clients.

Insite Group Ltd is registered on the Compnies office Financial Service Providers Register (FSP number: FSP86801.

We have a huge amount of experience collectively in the financial services  industry and focus is on insurance and mortgage advice to our clients. We will make time to understand your needs and give best advice with solutions to best fit your personal, family, or business needs.    

Our Advisers specialisein a range of Life Insurance covers, Trauma Insurance, Disability Income Protection, Total and Permanent Disablement, Mortgage protection covers, Health and Medical Insurance, and General Insurances - House, Contents, Motor Vehicle Insurances. We hold agencies with most of the leading insurance companies and can provide a wide range of options for you.

We have an extensive knowledge of business insurances including Share Purchase, Key Man, Business Continuity, Locum Covers, Business Debt Protection. We provide extensive advice on Group schemes for Medical Plans, Life covers, and Total and Permanent Disablement Insurances.

We work with a wide range of individual clients and families, and with small to medium size business owners, managers, and professional people. 

Our Mortgage Specialist has also assisted a wide range of clients achieve purchasing their homes and investment properties and also with refinancing existing properties.

We are a growth business and appreciate the many clients that are referred to us by our contented existing clients.

We have over 150 years of experience in the financial services industry and our focus is on insurance and mortgage advice to our clients. When we give advice we follow a six-step process:

Establishing the client-adviser relationship,

  1. Gathering client data and determining your goals and expectations,
  2. Analysing and evaluating the client's financial position,
  3. Developing and presenting our advice,
  4. Overseeing the implementation of the plan, and
  5. Monitoring and reviewing the plan.

 Our advice will take account of your personal objectives, financial situation and needs.  It will be clear and concise, with enough detail for you to make an informed decision about whether to act on it.

 

T.09 529 5017    E.info@insitegroup.co.nz - PO Box 9047, Newmarket, Auckland, New Zealand