A backup plan for the parts of life you can’t predict
Insurances
Life has a habit of throwing the unexpected at the most inconvenient moments.
And while no one wants to imagine the worst, good insurance is about knowing that, if something happens unexpectedly, you’re not left scrambling.
And it’s not just a contingency plan
The right cover is also an important part of building and protecting everything you’re working toward – your home, your income, your future plans, and if you’re running a business, the people and partnerships that keep it going.
How we help
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Before we talk about policies or providers, we talk about your life or business. What matters to you? What are you building? What would you need if something shifted tomorrow?
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Insurance policies have a reputation for being a bit… much. Lots of fine print, not a lot of clarity. We break down the jargon and make sure you know exactly what you’re covered for.
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Life shifts in all sorts of wonderful ways, which is why that old policy in the drawer deserves a second look. We help you set things up right for right now, and keep them updated as life or business plans unfold, so you’re never left unprepared or underinsured.
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We’re not tied to any one provider, which means we can compare options and find the combination that suits your budget, your lifestyle and your priorities.
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If you ever need to claim, you won’t be navigating call centre queues at a time when you have enough on your plate. We’ll help manage the process, answer the questions and advocate on your behalf.
Types of insurance cover we can help with
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― Life insurance
― Trauma/critical illness
― Income protection
― Mortgage protection
― Health insurance
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― Group plans
― Key person cover
― Shareholders insurance
― Income protection for self-employed and business owners
Your insurance team
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![Profile shot of Joey Gregory standing in hall of The Advisory office]()
Joey Gregory
Managing Director
Insurance Adviser -
![Alex Nicholson smiling and sitting on burnt orange chair]()
Alex Nicholson
Director
Insurance Adviser
KiwiSaver Adviser -
![Profile shot of Devin Gregory, leaning arm on windowsill]()
Devin Gregory
Insurance Adviser
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![Profile shot of Bronwyn Sloane leaning against windowsill]()
Bronwyn Sloane
Claims & Group Cover Specialist
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![Mel Skinner smiling in hallway of The Advisory office]()
Mel Skinner
Client Experience Specialist
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![Keren McGregor sitting on burnt orange chair in hallway of The Advisory office]()
Keren McGregor
Client Experience Specialist
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![Devon Sawyer smiling with arms crossed]()
Devon Sawyer
Client Experience Specialist
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![Mikaela Maxwell smiling outside The Advisory office]()
Mikaela Maxwell
Client Experience Specialist
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![Profile shot of Leiana Gregory leaning on windowsill]()
Leiana Gregory
Operations & Accounts
What our clients are saying
Protect the people and assets that matter most
You may not wake up excited to talk about insurance, but we know you’ll sleep better once it’s sorted. We make it clear, straightforward and refreshingly easy to get the cover you really need.
Your entire advisory bench in one place
The Advisory helps you look at the full picture, bringing together lending, insurance and KiwiSaver advice in one place.