Let’s begin
with your priorities.
The decisions you make about your life, your family and your business should be made from a place of confidence and sound judgment. We believe that to do this you need to have a partner who understands your priorities; a trusted expert adviser who really cares. When you make decisions about the areas in your life that are important and genuinely matter to you, you will be able to create a measurable, sustainable and flexible plan. Our goal is to work with you to craft a plan – whether that’s to get on the property ladder, expand your property portfolio or to ensure you the right protection in place - and to choose the right products for your needs and goals. But first - we need to understand what your priorities are.
Helping you plan for and protect your future, today.
every step
of the way.
We help
our clients.
When you work with Leapway, we will help you uncover:
* What’s really important to you
* How to protect what’s important to you
* How to put a property or protect plan in place to achieve your goals.
We love what we do. We care about you and what’s important to you.
Advice
you can use.
With many years of experience in our team, we know that many Kiwis are largely unaware of their actual financial protection and products.
If you’re unsure about the protection you need or what you currently have in place, then let’s meet at the local for a coffee and chat.
We provide expert advice for insurance planning and mortgages, to ensure that our clients have what they need - when they need it.
No worries.
Our team. Your team.
We are a team of experienced financial advisers that love what we do and find pride in our service to our clients. Our advisers are registered as required by current regulation, and have been trained in ‘Best Practice Advice Process’, which includes regular personal and professional development training and an audit process to ensure that they continue to meet industry standards. Leapway financial advisers take pride in understanding your individual needs and in tailoring a solution that meets those individual needs. This is reflected in our advice process and forms part of any recommendations provided.
Our Process
explore | create | choose
Exploring your needs
The first and most important thing we do is get to know you – your goals, areas of risk, and current circumstances. Detail counts, so we take the time to comprehensively understand your needs and how we can help deliver on your needs.
Options, Understanding and Choice
Next, we explore various solutions and then recommend the right options for your needs and situation This is a very important step and is when we not only present various product and structures, but spend time with you to ensure you fully understand the options, so you can make a confident, and informed choice.
Ongoing Expertise
It’s important to regularly review your insurance or mortgage, and we’re here to help. We offer – and encourage – regular reviews to ensure your insurance or mortgage keeps pace with changes in your life, needs or goals.
Good news
What others say
about their journey
Leapway
HEAD OFFICE | AUCKLAND CONSULTING OFFICE
1/1 Antares Place, Rosedale,Auckland, New Zealand
(09) 948 5510
info@leapway.co.nz