We can provide the advice to help you make an informed financial decision with confidence.
To do this, we believe in building long term relationships with our clients, this is not a one time thing. We will focus on getting to know you and understanding your needs, and be able to adapt as those needs change throughout your life. You will not stand in a queue waiting to see one of our Advisers. We pride ourselves on being easily accessible to our clients, in our offices or at your home, at a time that suits you. Insurance and financial planning is not about “one size fits all”. We will provide personalised advice and service that works in the best interests of you, your family and your business. To do this we work with a number of providers to ensure we can always come up with a solution that best fits your needs and situation.

Our Advisers are professional with industry relevant qualifications, who pride themselves on keeping up with current trends while also meeting regulatory requirements. They will help guide you through the important process of securing your financial future.
BIS works in conjunction with Wealthpoint which is one of the largest and most experienced Adviser Cooperatives working in New Zealand. The Wealthpoint cooperative allows independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group.