Ph 09 366 6161
Phil Jones founded the brokerage in 1990 following a career in a series of senior financial roles in both private and publicly listed companies. Where we Work Today, situated at Unit 3B 77 The Strand, Parnell, Auckland, the brokerage has clients throughout New Zealand, although its main focus is still in the Auckland metropolitan area. What We Do: The brokerage does not arrange insurance for vehicles, houses, contents, public liability, professional indemnity or any other fire and general insurance issues, nor does the brokerage advise on savings, investment, superannuation, KiwiSaver schemes, or arrange mortgages. Upon request, referrals for fire and general insurance issues, or investment, or financial planning matters, can be made to other brokerages, whose business acumen and service levels, we endorse. Our Vision: The Brokerage is guided by the twin principles of technical expertise and service in pursuit of its Vision Plan which is. To eliminate any financial hardship caused by death, disability or old age for our clients, through enabling them to make well informed decisions about the selection of appropriate risk programmes and supporting their decisions by a high standard of post sales service. Our only expectations of our clients are that. (i) They take their responsibilities seriously. (ii) They are capable of making decisions. Trust = character + competence + delivery.
