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Personal Services

Making what matters to you and your family a reality.

You want to be able to live the life you want to lead and we want to help you to do that. Our aim is to have a discovery session with you, find out what it is that you are wanting to achieve, then build a plan based on those needs.

We will discuss your financial needs, such as Insurances, KiwiSaver, Investments, Mortgages, Estate Planning and budgeting.

Our goal is to help you create, grow, and protect your wealth. We understand that you have worked hard to get this far in life but we also know it’s important to have a plan that helps you develop that success into the future.

Call us today for a chat.

OUR PERSONAL SERVICES:

Life Insurance

Pays a lump sum or a monthly income, depending on your needs, to your family and when you pass away or become terminally ill.

Permanent Disablement Insurance

Provides a lump sum in the event of total permanent disablement caused by accident or illness. You can choose how to spend it, it might be paying off the mortgage, getting the best medical care, improving access to your home.

Income Protection Insurance

It provides a monthly income if you are unable to work due to sickness or injury. It safeguards your biggest asset – your ability to earn.

Critical Illness Cover

Serious illnesses, such as cancer, heart attack or stroke, are more common than you might think and the cost of recovery can have a huge impact on you and your loved ones. Critical illness cover provides a lump sum payment based on the severity of your illness.

Mortgage Protection Insurance

Provides payments towards covering your mortgage if you are unable to work due to an illness or injury.

Health Insurance

If you became ill, perhaps seriously, wouldn’t you want access to expert care, when and where it suits you? Only private health insurance can give you that assurance. Health cover provides greater choice and more immediate attention when you need hospital care or surgery.

KiwiSaver

Are you currently contributing to a KiwiSaver fund, and not sure which fund you are in? Not sure how the member tax credits work? Or looking to buy your first home? We can put you in touch with a KiwiSaver expert to assist you.

Investments

Are you currently investing, or looking to invest? We can help you by discussing your needs with an expert.

Mortgages

Looking to buy your first home, next property, or an investment property or two? We have some really good mortgage experts who can help you take that next step on the property ladder.

Estate Planning

Having everything set up is important for when you are living, but what happens next is vitally important too. We work alongside some estate planning experts so if you need a trust set up or a will executed we can help to arrange that. It will give you peace of mind now knowing that if something does happen in the future, what happens with your estate is exactly what you want to happen.

Budgeting

Having a system that allows control is important but life should be there to enjoy as well so setting up a money plan that allows you to pay the bills yet still have some fun is important – we can help with this.

House, Contents, Car, Boat, Motorbike Insurances

If you require any advice on these things, we can put you in touch with some experts in this field.

What Our Clients Say

I have worked with Mat and the team for many years now, and really took the time to understand what I needed, which was reasonably complicated. Mat was able to sit with me and ask the right questions, then came back with what was a really realistic option for me. Working with the team I was really pleased with the result, and glad I took the time to set everything up for the future, I look forward to working with the Sprout team more in the future.
Rupert Gough
Mat provided me with what I feel was a great service and a good end result. He is a pleasure to work with and came up with well analysed creative solutions for which product was the best fit. He knows his stuff!
Ashley Kirk

The Advice Experience

1
GET ORGANISED
Find Out What’s Important To You!
2
DIRECTION MEETING
Where Are You Now? Where Do You Want To Go?
3
DESIGN MEETING
Financial Road Map To Meet Your Goals
4
THE PLAN FORWARD
Putting In Place A Plan That Is Uniquely Yours
5
CHECK IN
Monitor Your Plan