Finluca Financial Services Ltd

Finluca Financial Services Ltd specializes in Life & Health Insurance Services, covering all aspects of personal and/or corporate needs.

As an independent broker we work for our clients, offering a complete personally tailored service from recommendation, implementation, and regular review and of course a complete claim assistance service.

We work with all the major insurance companies enabling us to give unbiased advice that best suit our clients needs.

We work with both private and corporate clients.
Individual (personal) insurance needs that are regularly reviewed includes; life, trauma or critical Illness, total & permanent disability (TPD), income protection, mortgage or health Insurance.

Finluca Works closely to one of New Zealands premier fire & general brokers - Crombie Lockwood we have extensive knowledge and experience with self employed or corporate clients. The business insurance concerns our clients have outside their personal insurance needs include, Key Person Insurance, Shareholders insurance (looking specifically at how it relates to an active shareholders agreement).

A number of our clients provide employee benefits such as group medical, life, trauma, total & permanent disability and income protection. Some companies provide ALL the above while others provide targeted cover dependent on their organizations needs, employees length or service or seniority. As a result Finluca has vast experience in assisting companies managing, reviewing and/or recommending new and existing schemes. We also assist in marketing the scheme to employees so they realize the benefits the business provides to them, through employee seminars.

Jason Clark has 14 years experience, included in this time is seven years working with Expatriates situated in Southern and Eastern Africa. As an ex-financial planner who still works closely with NZ Funds Private Wealth Management clients understands the goals of clients and how to best protect them.