Giving you peace of mind to enjoy life's
The right advice can make all the difference...
Save money and time
Have choice with no stress
Best advice and tailored solutions to suit you
Help with underwriting and
Our services are free to you!
A business built on Relationships.
Priority Financial Services are a small and experienced team of Financial, Business and Risk advisers, based in Christchurch, New Zealand.
With relationships at the forefront of our business, we are committed to taking the time to get to know the unique needs of our clients. This allows us to provide tailored advice and solutions, giving peace of mind for the future and helping align you with your long-term financial goals.
We pride ourselves on having strong relationships with most providers in the market. We work to source the most up-to-date and competitive products and packages for our clients, and stay ahead of a market that is constantly evolving.
Your future, Our Priority.
Five simple steps to great advice:
1. Getting to know you
What are your priorities? We'll listen and discuss your current situation, goals, and what makes you tick. What are your most valued assets? Who should your insurance benefits or pay-out go to? Are your family and/or business protected? What plans have you got in place?
2. Planning and research
We'll go away and do our homework - putting together a proposal that best aligns with your values and future vision, while comparing products and providers, and negotiating rates to get you the best deal possible.
3. The "nitty gritty"
Explaining your personalised plan and answering your questions in a "jargon-free zone", so you feel confident and fully-informed of your options.
4. Applications and negotiations
We'll take the hassle out of dealing with insurance and home loan providers directly, by getting your paperwork sorted and negotiating terms and conditions on your behalf.
5. With you for the long haul
As your situation changes over time, it's important to ensure your cover moves with you. We'll regularly check in with you and review and update your needs as appropriate.
Whether it's changes to your circumstances or the event of a claim, you can have peace of mind knowing your trusted Priority adviser will take care of the boring stuff, allowing you to get back to what really matters.
As a point of contact and trusted adviser representing your best interests, our services expand to assisting with underwriting requirements, settling claims, negotiating terms with providers and any renewals and reviews of your cover on an ongoing basis.
We take the hassle out of dealing directly with Insurance and Mortgage Providers, ensuring your needs are fully met. The cost of your cover does not change by using our services, and our services are always completely free to you!
To book a free appointment with an adviser, please contact us.