Tailored Insurance for all your needs.
JV Financial Services is here to help you, with your best interest in mind. We strive to make personal connections with our clients and go the extra mile. You want an Insurance Broker in Tauranga who has your back?
Individual & Business Policies
We’ve Got You Covered. Don’t Get Caught Off Guard
When you speak to people everyone has some sort of home & motor insurance in place, but almost never Life Insurance. People are so eager to insure replaceable property but neglect to insure their Life or their ability to earn an income. When they are no longer here, the motor or house contents is not enough for their families they leave behind!
Financial Immigration (South Africa)
We can help with Moving money from South Africa or getting help with Tax Migration. (Financial Immigration)
Our partner in this is a South African Firm called Currency Partners.
We have an interactive link that will make life easier for you. Just click on this link and complete the questions.
Clicking on this link will take you to a webpage where you can add all your details.
Bundle & Save
Insurance is an important part of setting yourself up financially, protecting you and your family’s health, wealth and wellbeing. We know the cost of living in New Zealand is high and you have everyday expenses to manage, so we’ll do what we can to help you out.
If you have two or more eligible insurances with AIA you may be able to access a discount on your AIA Living insurance premiums. Terms and Conditions apply. Contact us HERE
What Sets Us Apart and
What We Offer
We are committed to advancing the health and well-being of New Zealanders, and to doing all we can to ensure Kiwi households have access to quality insurance and care. Never far from our minds is the responsibility of knowing that people turn to us when they most need help.
JV Financial Services Limited represents a network of independent insurance brokers looking after clients all over New Zealand. We work hand in hand with our clients, whether it’s advising a client on coverage recommendations, industry compliance questions, a complex claim, or working with a client to make sure they meet complex insurance requirements as set forth by the insurance companies.
We combines the responsiveness and personal service of a boutique firm with the resources and ability to handle your most complicated Insurance needs. Every one of our professional staff and Financial Advisors make sure that every one of your needs, large or small, are given expert and personalized attention.
Premium Client Service
JV Financial Services Limited provides Insurance solutions for New Zealanders at the workplace or at home and has developed a reputation for being a well-known general insurance brokering company driven to achieving excellence within our fields of expertise. Our business is based around our people, our partners and the products we provide. Our history shows our clients become our partners as a result we take a very personal interest in ensuring our insurance broking services provides what our clients require to ensure they feel fully protected.
Low Rates & Best Quality
The cheapest family life insurance policy and the best life insurance policy are not always the same. A basic policy might cost less, but could not pay out or pay out less in the event of a claim. Reputation, claims history and credit rating are essential when considering a life insurance company. Only the best A+ Rated life insurance companies in New Zealand offer policies with features and benefits that can be tailored to you and your unique family circumstances, to balance price and long-term coverage. Without any further health checks you could be able to increase your cover if certain conditions prevail.
Customized Plans
If we did not offer customized plans, then we would simply be policy peddlers. Rather, we challenge ourselves to find additional ways to improve coverage for every client while simultaneously working to reduce our client’s insurance premium expenditures. Coverage improvements occur on a regular basis when a JVFS expert analyzes a client’s needs. They do this in order to find efficiencies and to close gaps in coverage. No short cut or price matching scheme can replace experience and hard work.
Free Will and Testament
No Financial advice is complete without a Will. We offer Free wills to all our Risk Insurance clients.
General Insurance Policies
As an insurance broker, we are not constrained to any one insurance carrier. We can place policies with many of the nation’s largest and specialized carriers. We provide an ongoing service for you. With bespoke insurance solutions that protect your assets and unique lifestyle, you can rest assured that your wealth and legacy are preserved.
Personal Loans for Vehicle Purchases
If you require help with personal loans, for purchasing a vehicle.
Please contact Kirstie Salzwedel, she will personally look after all our clients.
Experienced Agents You Can Trust
Our team embraces exceptional service, integrity,
superior knowledge and individual attention to deliver
customized solutions that provide peace of mind and
support when you need it most. .
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FSP701371
How can we help you? Reach out and make contact.
Book a video consultation with Jan by clicking on the Schedule time button.
Ask us any questions or send us feedback about our service!
Based in Tauranga – Bay of Plenty NZ.