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About IronOak Financial Services.

Why should you use us as your financial advisor?
FANZ Award

A financial advisor is, above all else, your advocate. We are independent of whichever provider your insurance may be held with, which allows them to act in your best interests without conflict. We are experienced financial advisors (each with at least ten years of industry experience) and experts in our field. We not only save you the trouble of going from company to company, trying to work out what will suit you best, but can also provide you with formal written advice, tailored to your particular circumstances. Make sure you use a good advisor who is recommended not only by their clients but also by other professionals.

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

Our small but dedicated team of financial advisors 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.

When it comes time to claim we're right there with you.

At claim time, we are right there advocating for our clients, helping them get the best possible outcome with our experience, empathy and expertise. We seek to empower and guide our clients through the process of creating a strong foundation of appropriate insurance, while allowing for the adjustment and growth that come with changing family needs, careers and businesses. We recommend and endorse strategies that can easily be adapted and updated as required.

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.

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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.

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"Another great catch up and review of our policy and adjusting to meet our needs. Sound advise - no push to spend more money on unnecessary insurances just enough to cover us for our mortgage and income. Daniel is a genuine person who has your best interest at heart!"

Sarah McQuoid
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