Life Insurance for the Next Generation

What advice have you, or would you, give to your grown children to help them get all their financial matters in order?

Talk to us about your home loan

Whether you are just about to get into the property market, or looking to re-fix or refinance your existing home loan, we can search for a home loan that’s right for you.

Simplifying Insurance

The team at Sovereign have put together some videos that you may find useful to gain a better understanding of the insurance process:

James Polson

Client Adviser

Mark Holtom

Wealth Management Adviser

Warm weather leads to opportunistic burglaries

As the weather starts to warm, it pays to remain vigilant when securing your home and property.

Are you short-changing yourself?

Being in the wrong KiwiSaver fund can mean missing out on hundreds of thousands of dollars over your lifetime.

Got a UK Pension? You could have more choice and control

If you have a pension fund in the UK, here’s some great news...

Peter Morrison-Story

Wealth Management Adviser

Lynette Ball

Wealth Management Adviser