Let’s face it – 9 times out of 10, a conversation about insurance is the final rung on the ladder when it comes to life’s big decisions.
A house purchase, upgrading the car or investing in a family bach tend to involve sit-down conversations with loved ones first, then perhaps your bank, your lawyer, and maybe a mortgage adviser before you get around to making contact with Phil Robinson Insurance to protect the assets and lifestyle you work hard to achieve.
Chances are that your lawyer, bank representative or mortgage broker will start talking about insurance at some stage of the process. This is where our expert insurance advice comes in – I can focus on your specific lifestyle, financial and family situation to tailor the ideal cover that suits your needs.
How I do that makes me something of a ‘jigsaw man’ in that I work with the varied pieces that make up your life and your needs, and match them with the personal insurance options that create the best fit for you.
I speak your language
We will sit down together and have a friendly chat, I will learn all about you, your family, your business/career, and what major milestones are on your horizon. I have spent years building quality relationships with professionals throughout East Auckland, and I can work with them on behalf of you without you having to understand or interpret the professional jargon that swirls around lawyers, mortgage brokers and banks. I’m able to find the relevant facts, discuss them openly and clearly with you, and then translate those facts into a comprehensive plan for you and your family.
It’s about trust
In a small community such as East Auckland, with a limited number of law and accountancy firms and where everyone tends to know each other, the importance of professional relationships becomes magnified. Howick and the surrounding suburbs are a close-knit community – just look at the success of the East Auckland Grapevine – making trustworthiness a vital part of my armoury.
I’ve worked hard to learn how to be the best
Regulations around financial advice and advisers in New Zealand has been in the headlines for years now – and rightly so – culminating in new legislation on March 15th, 2021 that has formalised a code of conduct, simplified terminology, and ensures the competency of those of us working in the industry. Although my credentials are quite clear (I was NZ Financial Services Group’s Northern Region’s Insurance Adviser of the year in 2016, second overall for Insurance Adviser of the year in 2017, and once again in the top-three for 2018), I have seen these changes coming for many years and so completed the level-five certificate in financial services in 2018, that the new law has now imposed.