Covering your STORY.

We are REAL people,
for REAL people.

Hi.

We are Lisa & Kimberley, Financial Advisers who specialise in Life, Disability and Health Insurance + KiwiSaver and Investment advice.

We believe there’s more to your STORY and that you deserve the best when it comes to Financial Advice.

STORY provides Risk Insurance and Financial Advice to real people in a non-judgmental environment with an approachable voice.

We help our clients feel confident that they have a complete understanding of their financial situation and protection of their future.

Our Services

  • Comprehensive cover for your private medical & surgical costs, diagnostics & imaging, and cancer care. We can ensure it includes cover for MedSafe approved, non-PHARMAC funded drugs (not available in the public system). You also have the option to get cover for Specialists & Tests, Dental & Optical, GP visits and more.

    We provide advice & recommendations based on your personal needs and take care of all the admin. We only use insurance companies that align with our values.

  • Also known as ‘Risk Insurance’, this includes Life, Critical Conditions/Trauma, Permanent Disability, Income & Mortgage Protection (and a few extra’s). These come in the form of a lump-sum payment, or monthly benefit. Getting this type of insurance cover means you can secure your income, assets and family’s future.

    We provide advice & recommendations based on your personal needs and take care of all the admin. We only use insurance companies that align with our values.

  • We are qualified KiwiSaver Advisers, meaning we review your KiwiSaver options and providers to ensure you are in a fund that aligns with your savings goals (Retirement or First home), your risk tolerance and your ethics (think Socially Responsible investing). We then help keep it up to date as your finances grow and change.

  • As qualified Investment Advisers, we provide advice on Managed Funds. We do not handle your money.

    We help you create a plan based on your goals, whether it’s saving for retirement, a property or a holiday - we can guide you. We make recommendations to trusted fund managers (we are VERY picky) and then liaise with them to help set up your fund.

So, What’s Our STORY?

 
View fullsize INSURER BENEFITS: how you can get the most out of your policy. Want to see a private mental health specialist for FREE? NIB is a Health Insurer offering up to $2,500 of free mental health cover each year*, regardless of your previous health history.
View fullsize So, what do we do? How we help protect and grow your STORY. . LIFE. HEALTH. KIWISAVER. INVESTMENTS #financialadvisor #financialservices #financialeducation
View fullsize There's always more to the STORY, and uncovering yours is our specialty. We take the time to understand your actual needs, and make recommendations for what is going to best serve YOU. Now, and in the future. #financialadvisor #financialeducation
View fullsize KEEPIN' IT REAL. We are real people, for real people. Our clients are not numbers, and we are not machines; we are the human voice, genuinely ready to help when our clients need it. ...and, we don't take ourselves too seriously! Financial Advice isn
View fullsize Your STORY | Our VISION. To show the value of a protected Life and Future. . Personal Insurance, Kiwisaver and Investments. We've got them covered. . #financialadvisor #financialeducation
View fullsize We are REAL people, for REAL people. We provide expert Financial Advice to REAL people in a non-judgemental and relatable environment ~ we've heard it all! Your STORY deserves more. . #financialadvice #financialeducation
View fullsize Hi. We are Lisa & Kimberley | Financial Advisers who specialise in Life, Disability and Health + Kiwisaver and Investment advice. We believe there’s more to your STORY and that you deserve more when it comes to Financial Advice.
View fullsize There's always more to the STORY.
View fullsize Uncovering your Story to cover You.

CONTACT US.