Rachel Evans, Lakes Environmental Limited
Human Resources Manager
20 June, 2011
Kevin, Hugh and the team at First Capital Financial Services have been associated with Lakes Environmental for the past three years and have provided us with professional and quality health and life insurance coverage at competitive rates. They provide ongoing assistance directly to employees who are dealing with claims, ensuring individuals are aware of their entitlements and claims progress smoothly through the system. This has been an invaluable asset to our company and is greatly appreciated by our employees.
Tamara Williams, Blackbay (New Zealand) Limited
Administrative Finance Officer
20 June, 2011
Blackbay provides it's employees and family members with a subsidized health insurance plan as part of their employment package. Kevin and the team at First Capital do a fantastic job administrating the scheme and ensure that all our staffs questions or queries are responded to in a professional and timely manner. As a result we are confident that our staff have a good understanding of how their plan will best work for them. We find First Capital very professional and easy to deal with. Margaret Dempsey
28 June, 2011
Katrina has provided me with excellent advice and support in organizing my retirement investments.
I now have a centralized plan which I understand and can follow with three monthly progress reports.
As I live in New Caledonia, it is really important to have somebody I can ask questions and feel I am getting reliable and well informed answers.
Katrina has given me good contacts to help keep me in touch with what is happening in the New Zealand economy which is important as I have investment properties in New Zealand.
Over the years Katrina has become more than just my financial planner, she is also a friend. She is extremely professional and a pleasure to deal with.
I now have a centralized plan which I understand and can follow with three monthly progress reports.
As I live in New Caledonia, it is really important to have somebody I can ask questions and feel I am getting reliable and well informed answers.
Katrina has given me good contacts to help keep me in touch with what is happening in the New Zealand economy which is important as I have investment properties in New Zealand.
Over the years Katrina has become more than just my financial planner, she is also a friend. She is extremely professional and a pleasure to deal with.
