Our Financial Services
KiwiSaver
Providers with proven performance
Choosing the right fund for you
Investing your funds ethically
Managed fund referrals
Mortgage Advice
First home buyers
New builds & renovations
Upsizing the family home
Refinancing & restructuring
Property investment
Life Insurance
Personalised risk assessment
Personal cover (Life, Trauma, Income Protection, TPD)
Business cover (Life, TPD, Key Person)
Claims support
Health Insurance
Major medical policies
Access to non-PHARMAC drugs
Specialist & Tests benefits
Claims Support
“Hello, I’m Jonty and I’m on a mission to support New Zealanders with their financial journey, making it an epic experience where they feel truly supported at every stage.”
Our Partners
What Our Clients Say About Us
“We’ve had all of our insurance with Jonty for a number of years and it was a no-brainer for us to use his financial advice services when we decided to get onto the property ladder. Jonty helped make our property dream a reality, even when we didn’t think it would be possible as the section we bought was far from straightforward. Jonty went above and beyond for us and worked tirelessly to get our mortgage across the line.
Not only is Jonty hugely knowledgeable and all-round fantastic at his job, but he’s also such an awesome person to work with, has a great sense of humour, and is someone who genuinely cares and has your best interests at heart.
We would without a doubt HIGHLY recommend Jonty.”
C & W Raw, Birkenhead, Auckland
“The service Jonty provides is one of a kind.
Jean and I are very grateful and appreciative of Jonty’s knowledge, recommendations and support with our finances and insurances. We feel much more comfortable knowing we have a financial plan and have the right insurances set up for our way of living. We recently purchased our first home through Jonty’s assistance and he made sure the process was smooth, that we were given the best advice and rates, and that we understood all of our options. Jonty was also quick to check we were okay with our finances when we went into lockdown for Covid-19.
We have built a great relationship with Jonty and thank him very much for his services and support.”
C du Toit, Rototuna North, Hamilton
“Expert experienced, knowledgeable and sound advice from a trustworthy company. I would totally recommend Jonty Horrocks as he goes above and beyond for his clients. Honesty and integrity goes a long way in a market that can be overwhelming to many clients. Jonty takes the pressure off and delivers a service that is second to none. You’d be mad if you didn’t use him.”
R & S McBride, Coatesville, Auckland
Rest easy with solid financial advice you can depend on, from someone that genuinely cares.
