About IronOak Financial Services
The strength, growth and flexibility you need now...
Delivering the outcomes, certainty and support you’ll need then.
Why should you use us as your financial advisor?
A financial advisor is, above all else, your advocate. We are independent of whichever provider your insurance may be held with, which allows them to act in your best interests without conflict.
We are experienced financial advisors (each with at least ten years of industry experience) and experts in our field. We not only save you the trouble of going from company to company, trying to work out what will suit you best, but can also provide you with formal written advice, tailored to your particular circumstances.
Make sure you use a good advisor who is recommended not only by their clients but also by other professionals.
IronOak has an internal complaints process (email firstname.lastname@example.org for a copy) and is a participant of the Insurance & Financial Services Ombudsman Scheme. The IFSO provides an external, independent and free (to clients) Dispute Resolution service.
○ Exercise care, diligence and skill at all times
○ Meet the standards of ethical behaviour and conduct set out in the Code of Professional Conduct for Financial Advice Services.
At claim time, we are right there advocating for our clients, helping them get the best possible outcome with our experience, empathy and expertise.
We seek to empower and guide our clients through the process of creating a strong foundation of appropriate insurance, while allowing for the adjustment and growth that come with changing family needs, careers and businesses. We recommend and endorse strategies that can easily be adapted and updated as required.
IronOak Financial Services are West Auckland based, with clients New Zealand wide.
Our small but dedicated team of financial advisors and support staff bring experience, passion and impartiality to insurance advice. We draw from our expertise in the areas of personal and business insurances to advise and support our clients to make well-informed decisions.
Call Daniel Smithwood - 0225 305 034