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NEWS

Our Advisers at AdviceFirst are very much like our clients. They are Mums and Dads, sons, daughters, brothers, sisters. And like you, they have goals, ambitions, worries and strengths. They also experience a very real sense of satisfaction when helping others – a trait New Zealanders share.

Our Advisers regard working for our clients as a real privilege. They often say that the greatest reward is helping you get your claim sorted, helping you have enough money to support yourself and your family, enjoy a holiday, buy a house, pay the bills, recover from illness with dignity, or realise a better retirement.

Their expertise has been built up over many years while helping people like you.

Most of all, our Advisers understand they have to earn your trust and this is all about deeds not words (though they also help make it easy for you to understand complex fine print in financial documents, but that’s another story).

By way of example, AdviceFirst has helped clients have a better future with over $10 million in claims paid in the last six months alone.  

Recently, one of our Advisers, Stefan Rodrigez, was able to help a client who had suffered a heart attack, get their claim paid in only a couple of weeks. Stefan takes over the story. 

“Our client wasn’t diagnosed until they went to see their GP with sharp chest pains. He was hospitalized for six days and then back in full-time work after six weeks. The insurance benefits he was entitled to were both paid quickly.” 

“It felt really good being able to offer our client a smooth and stress-free process with a great benefit that helped him get back on his feet.”

There are many, many more stories like this where clients put their trust in our Advisers’ expertise, and our Advisers do what’s right because helping others to have a better future is what we are all about.  

Disclosure statements for AdviceFirst Financial
Advisers are available on request and free of charge.