What people say about us:

I just wanted to write to mention how happy we were with Margi's help. We both felt that she went above and beyond to help us and got us a great price with everything we wanted and needed. She was really helpful and explained thoroughly whenever we had any questions. I will highly recommend her to anyone that is needing insurance advise

 

Happy customer

 

Kind regards,

 

Alana Milson | After Sales Business Improvement Coordinator

Alana Milson & Nick Turmaine

Tauranga

Hi James, just want to pass on our sincere thanks for making it simple to review our insurances.  It's been something that we've put off for a long time as we were unsure where to start!

 

Your knowledge and advice were sound and tailored to meet our concerns and requirements.

 

The entire process has been stress-free and complete.  And you followed up to make sure we understood and had made the changes we'd discussed and agreed on.

 

We feel confident now that we have the right amount of cover for our immediate and future needs.

 

Please pass this email to your Manager and anyone else that should know how impressed we are with the service you provided us.   We did complete the feedback survey, but it didn't cover the feedback that you deserve!

 

Again, many thanks.

Copy Of -Anne & Tom (George)

Tauranga

‘We met Steve Morgan in 2012. He became our Insurance Adviser recommending policies to look after my wife and I should the unexpected ever occur.

During our latest review Steve identified a potential historical claim dating back to 2015, I didn’t think to tell Steve at the time.

Steve took the time to find out what happened and then took care of the claims process. Our historical claim was promptly paid.

You appreciated it was tough for us during 2015 and have now relieved the stress we felt, enabling us to carry on as normal.

We would encourage everybody to review their policies regularly, we are very relieved and grateful for what you achieved for us.

We will certainly recommend you and would encourage anyone reading this to contact you.

Thank you.’

Tauranga

A fortuitous call from Steve Morgan to inquire of any current policy update requirements saved us financially and from much stress.

I had sadly suffered two strokes and an MRI confirmed complex aneurism neurosurgery was urgently required.

The trauma policy we had taken out primarily to cover my husband, was now saving my life.

Thank you Steve and team for your support and genuine empathy in our time of need and during my recovery.

 

Lorraine – Tauranga

Lorraine

Tauranga

Thank you so much Katie – you have been fabulous at keeping us informed and we have really appreciated all your hard work behind the scenes. It’s great to know we have your contact details if there’s any queries.

Maggie

Waiuku

Thank you for handling my claim in a professional and friendly manner.

Mike - Property Investor

Tauranga

I recommend you don't put off this task any longer and get Alana to evaluate where you are and what you have to ensure that when something bad happens there is help

Angela Beatson - Recruitment Manager

Tauranga

My wife and I have dealt with Steve Morgan over the last five years for our Personal and Business risk insurance policies. Steve took the time to get to know us and to fully understand our particular requirements.He has always been able to advise the right solutions to our needs and follows up on a regular basis to ensure we are well protected should our circumstance have changed.

His advice, knowledge, service, friendly and professional manner is second to none.

I would recommend Steve to anyone requiring someone who cares and will make sure you have the right insurance cover for your needs.

Steven Farrant - Branch Manager

Tauranga

Steve Morgan has been an outstanding broker for us. He has regularly communicated with the insurance company while I have been on claim and has been able to help us through a number of confusing situations. I recommend his services to anyone.

Hamish MacMillan - Chiropracter

Tauranga

Thanks Alana. I have to say you’re the most thorough Insurance Advisor we have ever had, we appreciate you extra efforts.

Andy Somerville - No8 Tours

Tauranga

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Insurance Broker Tauranga
Financial Independence 
Phone: 07 578 4414 |  Fax: 07 578 4814
Level 3/51 The Strand, Tauranga 3110   
PO Box 14-347, Tauranga MC 3143