Financial Adviser

Phone: 07 843 2255
Mobile: 027 286 5511
Email: [email protected]
 

Alison McKenzie - FSP number: 436986
Rest Assured Financial Advisers Ltd - Licensed Financial Advice Provider - FSP number:726851

I have been providing financial advice on a wide range of products and services since 1989, both in the UK and New Zealand. I have extensive experience in insurance, mortgages and investments, including KiwiSaver,

Qualifications
NZ Certificate in Financial Services Level 5:
- Life and Health Insurance Strand
- Residential Property Lending Strand
- Investment Strand

Services I provide

  • Personal Life & Risk Insurance
  • Business Life & Risk Insurance
  • Health/Medical Insurance
  • Employee Group Schemes
  • ACC structure Advice
  • KiwiSaver Advice
  • Residential Mortgage Lending

    I have been a Practitioner of Financial Advice New Zealand since 2020.

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    Alison McKenzie