McKenzie Financial Services
McKenzie Financial Services is here to provide you with dedicated advice-rich solutions for your personal and business insurance 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 an Independent 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 major banks in the UK and New Zealand, as well as a large member-based services society. She is an Authorised Financial Adviser and has extensive experience in both personal and business insurance planning along with investments including KiwiSaver.
She can offer products from the following companies: Asteron Life, AIA, Fidelity Life, Cigna, Partners Life, NIB and Accuro.
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.