About IronOak Financial Services
The strength, growth and flexibility you need now...
Delivering the outcomes, certainty and support you’ll need then.
Daniel Smithwood - Director
Daniel began his career in insurance in 2005. He works closely with first-home buyers, self-employed professionals and small business owners. Daniel is committed to ensuring his clients’ needs are met with appropriate, transparent and affordable risk management solutions. He believes in building long-term relationships with his clients to ensure he delivers on promises made.
Kate - Customer support
A West Auckland local, Kate has an eye for detail, a passion for working with people and a drive for efficiency. She has many years of administrative experience in insurance and has quickly become an invaluable asset in the office.
Why should you use an advisor?
An insurance advisor is, above all else, your advocate. They are independent of whichever provider your insurance may be held with, which allows them to act in your best interests without conflict.
An experienced advisor (we recommend at least ten years of industry experience) is an expert in their field. They’ll not only save you the trouble of going from company to company, trying to work out what will suit you best, but can also can 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.
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 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