GOALS FOCUSED

ACHIEVE YOUR GOALS WITH LIFEPLAN.

We’re passionate about helping Kiwi Families achieve their goals.
We help you figure out where you want to go and how you’re going to get there.
Your goals are important. That’s why our focus is on helping you achieve them.
We’ll work with you to identify your goals and understand how you’re going to achieve them.

UNDERSTAND

We take the time to get to know you. It’s important we understand your values, your goals and your situation, so we can help you achieve.

PLAN

We’ll break down your goals into acheiveable chunks, and work with you to put in place a plan that will help you achieve them.

EXECUTE

This one’s on you – but we’ll be there to help. We’ll be in touch to make sure that you’re sticking to the plan, and answer any questions.

PROTECT

Last, but not least, is protecting your goals. Life has its ups and downs, but a plan to protect yourself can help you achieve your goals.

SERVICES

THE PERFECT INSURANCE THAT REALLY FITS YOU

LIFE
INSURANCE

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HEALTH
INSURANCE

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INCOME
PROTECTION

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MORTGAGE
PROTECTION

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TRAUMA
INSURANCE

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KIWISAVER

KIWISAVER

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TESTIMONIALS


We received a user friendly individualized plan with a breakdown that made it easy to fit our families budgets best … throughout the entire process Leonela Was very helpful adn with her knowledge made me feel comfortable in the choices we made.

 

Cindy Mong

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ABOUT

THE FACES BEHIND LIFE PLAN

Yes I’m all that and more. So to break it down, Iv been with my super awesome wife Leonela Hooker for 19 years. We met at Otago university when we were both students studying. Meeting her was the greatest thing that ever happened to me. After we both graduated fro University we moved to Sydney Australia and spent six years working in the financial services industry as a Financial Adviser. When we got pregnant with our first child we decided to move back home to Auckland New Zealand where there is no better place on earth to raise a family. We now have three children and one cat. My wife now also works in Life Plan as an Insurance Adviser.

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Any Questions?

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