Steve Freeman is one of the directors of Financial Independence and is a specialist insurance adviser working primarily with medical professionals throughout New Zealand.
There is nobody more dedicated to getting the best outcome for a client at claim time. To ensure that happens, Steve works toward having policy wordings changed with the insurers to better suit his clients’ needs. He is very influential within the industry, and has made fundamental changes to policy wordings and underwriting processes with several companies to better suit his clients.
Steve is part of a recognised adviser panel, from which he can really make a difference for his clients by providing feedback directly to the insurers.Having a claim paid to the client’s satisfaction is Steve’s major focus and the whole reason he is doing what he does.
Steve was awarded the Life Brokers Association Broker Development Award in 2007. He has completed the following qualifications and is involved in:
Certificate in Business Financial Services 2004
Certificate in Business Insurance 2005
NZ Financial Advisers Association (NZFAA)
KEPA The Advisers Institute
Business Mentor - Chamber of Commerce
Registered Authorised Financial Adviser (AFA)
“Steve makes sure that expectations are met when people have a claim - which is when you need us most.”