Insite Group - committed to you
We are a team of Registered Financial Advisers 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 follow a five step process:
Meet & Chat
Make contact and arrange initial appointment
Gathering client data and determining your goals and expectations
Analysing and evaluating the client's financial position
Developing and presenting our advice
Monitoring and reviewing the plan
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 (FSP number: FSP86801)
We are members of New Zealand’s leading Financial Advisers Association