McKenzie Financial Services
McKenzie Financial Services is here to provide you with advice-rich solutions for your personal and business insurances needs along with helping you meet your retirement goals.
With over 30 years experience providing financial advice, Alison has extensive knowledge of what it takes to put together a personalised plan tailored to meet your individual needs.
As a Financial Adviser she has the ability to find you the most appropriate policies in the marketplace to suit you and your family or business.
She has spent most of her career in Financial Services having worked with two banks in the UK and here in New Zealand. She has extensive experience in both personal and business insurance planning along with investments including KiwiSaver.
Her passion is to make sure her clients have the best plan available to them tailored entirely to their individual circumstances.
“A GOOD ADVISER IS THE BEST INSURANCE YOU COULD HAVE”
PERSONAL INSURANCE
Having your own personal Risk Management Plan prepared by an experienced adviser is the foundation of managing the inevitable financial risks life throws at us.
BUSINESS INSURANCE
Key People are the heart of any business and cash flow is the lifeblood. Talk to us about keeping your cash flow protected and how to reduce ACC Levies.
I was very sceptical about yet another broker just doing what they can to ensure they clip the ticket – Well I must admit Alison is not from that mould – very personable, professional and thorough. I was very impressed with Alison’s approach, her honesty and the way she delivered the information so that I understood the jargon. It feels like she is part of our family now and is welcome in our house anytime. Thank you for all you have done with our financial interests. It is very much appreciated and I can’t rate you highly enough.