Welcome to Joana & Richard - Insurance Advisers
Welcome!
We are thrilled to have you join us on this journey where we dive deep into personalized insurance needs and financial planning. I am Joana, and alongside Richard, we are here to help you navigate the field of insurance and investments to secure your financial future.
Whether you're looking for comprehensive life, health, and disability insurance or seeking expert guidance on how to make smart investment choices, we’ve got you covered. We will bring you insightful discussions, practical tips, and expert advice tailored to meet your unique needs.
A Little Bit About Us
We are both Registered Financial Advisers with years of experience in this field, operating under Peak Financial Services Ltd. Our major advantage is having a medical background as we are both nurses, we are confident in navigating the complexity of insurance. We use our Medical knowledge to complement our insurance expertise, making sure that we provide not only the best plan but also recommend the right cover.
We are passionate in what we do and we put high value in servicing our clients. We guarantee you that we are here to assist from application to claim time. So we do not miss things, we get in touch with our client yearly for a review to ensure that the policy in place is still relevant to their current situation.
Our Services
Personal Insurance: A type of coverage designed to protect individuals and their families from financial loss due to unexpected events.
Business Insurance: Designed to protect companies from financial losses due to various risks.
Travel Insurance: Covers unexpected events while traveling, such as trip cancellations, lost luggage, and medical emergencies.
House Content and Car Insurance: Design to protect your hard-earned valuable assets.
Kiwi Saver and Retirement Plan: A strategy for saving and investing to ensure financial stability and security in retirement.
Investment Planning: Investment planning is the process of identifying financial goals and creating a strategy to achieve them through investments. It involves understanding your risk tolerance, time horizon, and financial situation to build a diversified portfolio that aligns with your objectives.
Join us as we empower you to make informed decisions about your insurance and investments. Because at "Insurance Talk with Joana and Richard," your financial well-being is our top priority.
