We recognise that some times clients require advice that is either beyond our area of expertise and/or not directly related to the usual services we provide. In addition, our global partners can often assist in achieving better outcomes for clients in certain pricing and benefit situations.
Below are the companies we currently have strategic relationships with.
Arthur J Gallagher
AJG is one of the largest global insurance brokerage and employee benefits firms in the US.
We have a strong relationship with AJG and as a result can access enhanced pricing on employee benefit programs through their international resources.
Vitality Works is a Sanitarium company, focusing on health in the workplace. They are a leading provider of Workplace Health Services across Australia and New Zealand providing health assessments and well-being programs.
Alexander Peter Wealth Management provide specialist advice to British Expats living around the world. This includes tax efficient and tax compliant solutions for those that have decided to leave the UK and move overseas.
We work closely with Alexander Peter for those clients who have chosen NZ as their future home.
Established in 2009, Hazlett Insurance are specialists in;
Farm & Lifestyle Insurance, including Specialist Crop, Forestry & Stud Livestock covers
Commercial & Business Covers, across both SME and corporate sectors
Domestic Insurance including House, Contents, Dwelling, Travel, Motor & Boat
bdhSterling offer financial planning advice and financial solutions for clients regarding their pensions, savings and investments. With offices in the UK and Australia they are able to provide services to UK and Australian residents, as well as UK expats globally.
We work with bdhSterling in assisting clients who are transferring their pensions to New Zealand.