About Us
Insite Group - committed to you
Insite Group LTD (FSP767956) is a Financial Advice Provider consisting of two Financial Advisors - Andrew Cope (FSP225165) and Peter Moriarty (FSP225005). We are committed to providing an excellent service to all our new and existing clients.
We have a huge amount of experience collectively in the financial services industry and our focus is providing the best insurance 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 requirements.
We hold agencies with AIA, Partners Life, nib, Fidelity Life, Chubb, Southern Cross and Accuro.
We follow a six step process:
Meet & Chat
Identify
Make contact and arrange initial appointment
Gathering client data and determining your goals and expectations
Analyse
Analysing and evaluating the client's financial position
Report
Implement
Developing and presenting our advice
Completion and submission of documentation
Review
Monitoring and reviewing the plan
Our Team
We specialise in Life, Trauma, Income Protection, Mortgage Protection, Health Insurance, Share Purchase Insurance, Keyman & Debt Protection Insurance
Insite Group Ltd is registered on the Companies office Financial Service Providers Register (FSP767956)
We are members of New Zealand’s leading Financial Advisers Association
