What makes us different?
WHY SHOULD YOU USE US AS YOUR FINANCIAL ADVISER?
Above all, a financial adviser is your advocate. We are independent of the provider of your insurance, allowing them to act in your best interests without conflict. We are seasoned financial advisers (all but one with more than 15 years each of industry experience) and subject matter experts. We not only save you the trouble of going from company to company trying to figure out what will work best for you, but we also provide formal written advice tailored to your specific circumstances.
Use a good adviser who comes highly recommended not only by their clients but also by other professionals.
IronOak Financial Services is based in West Auckland and serves clients throughout New Zealand.
Our small but dedicated team of financial advisers and support staff provide insurance advice with experience, passion, and objectivity. We use our expertise in personal and commercial insurance to advise and assist our clients in making sound decisions.
When it comes to claiming, we'll be right there with you.
When it comes to claims, we are right there advocating for our clients, assisting them in obtaining the best possible outcome through our experience, empathy, and expertise.
We aim to empower and guide our clients through the process of establishing a solid foundation of appropriate insurance, while also allowing for the adjustments and growth that come with changing family needs, careers, and businesses.
We recommend and support strategies that are easily adaptable and upgradable as needed.
Business Insurance.
With the right business insurance, you’ll have a contingency plan to protect your business should you, a shareholder or key person be affected by illness, injury or death. Ensure you have a protection plan that is customised to address the areas of risk that impact you and your business.
Personal Insurance.
Your good health and your ability to earn an income are your two most important assets. If you suffered an illness, injury, disability or even passed away, how would your financial future, or that of your loved ones, be affected? Personal insurance helps protect you and your family should the unexpected happen, by giving financial flexibility at a difficult time.
Our Partners
