We all think we are bulletproof until we aren’t…

While it’s difficult to think about getting sick or even passing away, it is important to plan for the worst.

Would you be able to maintain your lifestyle if you got sick?

Would your family be okay financially if you passed away?

Click here to view our Disclosure Statement.

Book an Insurance Discussion with us

We provide a complimentary insurance review 
via phone or video call.

The main focus of the call will be to understand you and your situation. What would happen to your family if you unexpectedly got sick or passed away? Once we understand your situation we can talk you through different products and give you an indication of cost.

BOOK A MEETING

We all think we are bulletproof until we aren’t…

While it’s difficult to think about getting sick or even passing away, it is important to plan for the worst.

Would you be able to maintain your lifestyle if you got sick?

Would your family be okay financially if you passed away?

Click here to view our Disclosure Statement.

Book an Insurance Discussion with us

We provide a complimentary insurance review 
via phone or video call.

The main focus of the call will be to understand you and your situation. What would happen to your family if you unexpectedly got sick or passed away? Once we understand your situation we can talk you through different products and give you an indication of cost.

BOOK A MEETING

Why Work With Us

We are qualified Financials Advisers with years of experience protecting Kiwis.

Learn More

Insurance companies we work with

We have relationships with many insurance companies. This means we can get the right solution for the right situation

Insurance companies we work with

We have relationships with many insurance companies. This means we can get the right solution for the right situation

What our clients think

“Lighthouse are definitely looking out for their clients and it shows, I'm excited to continue working with them. I highly recommend this team to anyone looking to better understand and make positive, informed decisions on their financial situation.”

Andrew Bestic

“We're thrilled to have found James and the team and can't recommend them highly enough. We were looking for a suite of financial services that were easy to understand and access, and that would underpin an integrated retirement plan. From insurances, to Kiwisaver, to investments, James' advice was comprehensive, easy to understand, and accessible through fantastic software. James has also now completed wealth creation plans for all four of our children and we couldn't be happier.”

Barbara DeLeo

“We would highly recommend James and the team at Lighthouse Financial Services Auckland. James was really good and listen to what we were wanting to do and came back to us with a plan on how to do it. James has a professional approach and was very knowledgeable when we asked him questions on how best to get our money to work for us. We would highly suggest using James so much that we will be defiantly going back to see him. Thanks James.”

Rowan Tumai

Want to get in touch?

We’d love to hear from you, simply contact us via the form below.