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.
of the way.
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.
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.
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.
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.
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.
What others say
about their journey
Couldn’t have asked for a better experience. Feels as though you have our backs and there’s full trust and confidence.
It is so refreshing and relaxing to have an insurance provider for both our business and personal needs, be so responsive and caring.
Leapway is the best! Johan will take the time to explain all information to the fullest and always there when you need to call on him. We have now gone through Risk Solutions for all our financial needs that one would require.
Johan is exceptional, is seeking the best for us, always keeping us up to date. We see him as part of the family.
Good Service - thank you!
This process was extremely stress free and easy was fantastic - I was kept well informed and updated, it exceeded my expectations.
I was kept well informed and updated, and my needs have been understood and met. The overall experience so far has exceeded my expectations and having Johan present at our offices what very helpful!
My wife and I are so thankful and grateful to Mr. Johan Fritz. We spent many years outside New Zealand, and as we landed in Auckland last August to stay permanently, we contacted Johan, asking him to assist us with the best medical insurance to go with that suits our age and requirements. After a week, John visited our home, with proposed documents that demonstrate various options with very informative data analysis being given that effectively helped us in making our right choice. Johan seemed highly professional, friendly, kind and pleasant. His approach in communicating to clients is highly friendly, and informative.