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Halo Advisers Limited profile image
H

Halo Advisers Limited

Taking care of our clients and their families is the very basic principal of Halo Advisers Ltd. We are committed to understanding the unique needs and circumstances of every individual client to ensure we have tailor made insurance solutions. We also specialise with ACC levy reductions, most self employed clients are not aware that they can reduce their ACC levies and make better use of those savings towards their Personal and/or Business Insurance. With a wealth of experience from both sides of the industry ie having worked as a Senior employee with insurance companies and also worked as independent advisors with no bias to any insurance company, our team of advisors at Halo Advisers Ltd. work together to deliver on our core values – to protect you and your family in our Halo; offering you advice that is fit for purpose.

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Hear from
a professional

What do you love most about your job?

I have a lot of passion for the insurance industry. When bad things happen in life which have major impact on your finances, only an insurance advisor has the ability to get a claim approved and make those financial pressures go away. I genuinely love helping people and making them see light at the end of the tunnel. Having been in the industry and paid numerous claims, the gratitude expressed by clients when you get their claim paid simply cannot be put in words.

What inspired you to start your own business?

I used to train advisers and those who aspired to come into the industry. Having done that for 10 years and with the recent change in regulation, some advisers are choosing to retire early. Our industry needs more good quality advisers and ensure Kiwis could still avail good advice, I decided to leave my senior role and start giving advice and set up my own brokerage. I have also seen many clients not get good advice which is disheartening as this can lead to a family missing out on their claim when they need it the most, to ensure that even if I could help one family and do my bit, I had to get myself out in the field.

Why should our clients choose you?

I work on 2 main principles, Trust & Relationship. My advice is not based on sale, it is all about you and yours that we need to protect. Apart from my extensive experience and knowledge, I genuinely do this to protect families and their assets.
I am a big believer in karma and it is something my dad taught me since I was a child. You get what you give, hence I always keep my clients my best.

Can you provide your services online or remotely? If so, please add details.

Yes, given the current environment we live in, most businesses can be done online. I have clients in Auckland, Wellington, Tauranga, Christchurch and Dunedin. I use Zoom and Google meetings platform to meet people remotely and use secure document signing platforms such as docu sign to complete forms etc.

What changes have you made to keep your customers safe from Covid-19?

I have adhered to all Govt protocols, keeping within lockdown rules, getting vaccinated, staying within your bubble and also the importance of sanitising. We can offer our services without contact to keep everyone safe.

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Reviews

4.98/5.00

based on 146 reviews

The average rating for Bark Financial Advisors in Auckland is 4.98, based on 146 reviews.

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