Understanding your
Insurance needs

Its extremely important to understand our clients. Tailoring policies to suite current insurance need.

Team of
Professionals

We have a dedicated team of professionals, offering years of experience and a wealth of knowledge.

Keeping you
up to date

We review our clients policies on a yearly basis to keep all your insurance policies and products up to date.

Services We Provide

We're an independent insurance brokerage with agencies at all major insurers in New Zealand, we tailor make insurance policy's that suites the need of you and your whole family. Specializing in personal and business risk insurance with exceptional service and product knowledge.

Life Insurance

Insurance that pays out a lump sum in the event of death and terminal illness.

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Disability

This Insurance will pay out a lump sum in the event when a worker is unable to perform their work, and earn money due to disability.

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Trauma

This insurance provides a lump sum of money to cover the immediate medical expenses & other financial needs, when a critical illness or injury occurs.

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Income / Mortage Protection

This cover replaces your income or protects your mortgage in the event of disability or illness.

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Private Medical

This cover replaces your income or protects your mortgage in the event of disability or illness.

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Business Buy/Sell

Providing the co-owners with cash to purchase the interests of the deceased co-owner (Business Insurance)

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We get it done

DormFin Financial Services is in partnership with Heathcote Legal who assists with the preparation of all client's wills, trusts and enduring power attorney's. Director of Heathcote Legal, Lizette Heathcote makes law easy by focusing on all clients with professionalism and impeccable service.

DID YOU KNOW THAT

We are trusted by clients New Zealand wide

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