Client stories
The clients below agreed to have their experience summarised for this page. Names and identifying details are withheld; the situations are real.
Client stories
Names withheld for privacy. The stories below are summarised from clients who agreed to share their experience anonymously.
We thought we already had life cover through KiwiSaver. Yvonne walked us through what was actually paid out vs what we'd assumed, in plain English, then gave us three options at three different price points and let us decide.
Auckland family, two kids under five
Outcome Replaced an expensive bank-bundled policy with independent cover and saved ~$1,800/year.
I'd been putting off income protection for two years because the language was confusing. Yvonne explained what 'wait period' and 'agreed value' actually meant for someone self-employed.
Christchurch café owner, 38
Outcome Set up income protection that pays out within 30 days of inability to work.
我们刚移民两年，对新西兰的医疗系统完全没概念。Yvonne 用中文给我们解释了公立和私立医疗的差别，再帮我们对比了三家公司的方案。
Wellington couple, recent migrants
Outcome Family of four insured under a tailored medical plan with bilingual paperwork.
A note on testimonials
We don't run logo walls of "trusted by" companies, and we don't fabricate stat blocks.
Insurance advisory is one of the few industries where exaggerated trust signals quietly harm the client. The stories above are summarised from actual conversations with permission, and rotated as new clients agree to share their experience. If you'd like a referral to one of the people behind these stories, ask — most are happy to talk to a future client privately, in EN or 中文.
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