At Planning Pros, personal risk insurance isn’t just about policies, paperwork and premiums. It’s about people. We’ll make it easy for you to get the right cover, saving you money on premiums where you can, and leaving out the boring bits and jargon you don’t need. It’s insurance and ACC advice made easy, but with that all-important human touch.
From the trades and services to new business ventures and the corner shop, we’ll find the cover you need for you and the people in your business.
We’re advocates for people. Finding the right insurance for you and your loved ones is what drives us and gets us the most excited.
Protection plans for farmers and rural contractors are a unique challenge, and we love helping those working in the countryside getting it right.
A great health insurance policy protects you from unexpected medical bills and could fast-track your treatment. You may also be able to access non-funded medicines and treatments no longer offered by the public health system.
Life Insurance is the best way to protect your family, making sure they will be provided for and have a decent financial foundation if you die.
Trauma Insurance gives you a lump-sum payment to relieve financial pressure if you are diagnosed with a critical illness so that you can focus on your recovery. The most common claims are for cancer, strokes and heart attacks.
Mortgage protection insurance is a pretty straightforward way to make sure you don’t lose your home if you are unable to work due to illness or injury.
It’s important to keep money coming in when you need it the most, and income protection insurance offers a replacement income if you’re unable to work.
A lot of our clients are tradies, farmers and other self-employed small business owners. We love finding them the best possible insurance cover and offer expert ACC advice.
Many businesses spend up large insuring their plant, stock, fleet and machinery, but their greatest assets are often overlooked – their most valuable employees – be it the boss or a manager!
Are you not sure about ACC? Do you think you may be using the wrong code or that CoverPlus is not quite right for you? Planning Pros can explain it all with the aim of making sure you actually get what you expect to get!.
No two businesses, individuals or families are the same, so why should their insurance be? The biggest advantage of using Planning Pros as your insurance broker is that you get our expertise, for free! Nicki and her team will save you heaps of time and potentially money as well, because we do the hard yards of getting the quotes, comparing them, and matching it all to your situation. We look at everything you need (and don’t need), then find the right insurance fit so you can expect the best outcome when it’s time to apply or claim.
If you’re tired of being treated like just another number on a spreadsheet
get in touch with Planning Pros today.
If you’re self-employed, you choose how much income you want to get covered if you’re injured and can’t work. The less cover, the lower your levies. But things aren’t always that simple and it’s crucial you get it right. Nicki explains more in the video below.
Planning Pros can sort everything in person, by phone, or with a video call.
©2024 Spence Assets. All Rights Reserved. | Website by Monster Creative
