Protecting
the ones you love.
So that you can celebrate life's moments knowing your loved ones are taken care of.
FANZ Award

The strength, growth and flexibility you want now.
Delivering the outcomes, certainty and support you’ll need then.

Securing
wealth, revenue, and continuity.
So that you can celebrate life's moments knowing your loved ones are taken care of.
FANZ Award

The strength, growth and flexibility you want now.
Delivering the outcomes, certainty and support you’ll need then.

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Award-winning Financial Services.

IronOak Financial Services are Auckland based, with clients New Zealand wide.

Our small but dedicated team of advisers and support staff bring experience, passion and impartiality to insurance advice. We draw from our expertise in the areas of personal and business insurances to advise and support our clients to make well-informed decisions.

Personal & Business Insurance advice
KiwiSaver advice
ACC advice for the self-employed
Independent financial planning

Business Insurance.

Put a plan in place.

With the right business insurance, you’ll have a contingency plan to protect your business should you, a shareholder or key person be affected by illness, injury or death. Ensure you have a protection plan that is customised to address the areas of risk that impact you and your business.

Learn more

Personal Insurance.

Protect what you value most.

Your good health and your ability to earn an income are your two most important assets. If you suffered an illness, injury, disability or even passed away, how would your financial future, or that of your loved ones, be affected? Personal insurance helps protect you and your family should the unexpected happen, by giving financial flexibility at a difficult time.

Learn more

I took out an income protection policy (along with other benefits) with Daniel a few years back. The policy was still very new when I had to make a claim. I was pregnant at the time and at the 3-month mark I injured my back. I was so well supported by Daniel and he made what could have been a very difficult claim an easy one. It was such a relief to have the support of Daniel and the policy at a critical time. My initial apprehension of 'another' policy proved unfounded and the investment truly paid off. I didn't have to stress about how I was going to cover my expenses and was able to focus fully on my health and recovery."

Donna Birt
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