Protect your most important asset, you! Working with you to put in place the right plan to meet your current requirements and budget, ensuring you and your families lifestyle and future is protected.
Let us solve three key problems for you and your business through specialist financial risk planning and asset protection. Protecting your revenue, your family and your lifestyle should the worst happen.
Work closely with multi shareholder businesses and their key contacts. Manage the process to put in place a complete financial risk plan to protect the business and its directors.
I have had the pleasure of knowing Dean for the past two years after meeting him at a Home Show in Christchurch.
At the time, I was starting my own Audiology Practice in North Canterbury so it was rather timely to have met Dean to sort out my insurances.
I truly have to sing his praises as he makes the insurance journey so easy. He completes all the ground work to find suitable insurers.
He is thorough, knowledgeable, trustworthy, personable, unflappable and a great communicator, keeping you up to date with how the process is going.
I highly recommend Dean and the Team at Logan Smythe and Associates Insurance Brokers.
Thank you for the effort you put into finding and discussing health and living insurance for me.
As someone who is trying to juggle too many balls at a time with the establishment of my new business, it was really valuable for me to sit down with you and discuss the best options for my situation.
I learnt a lot from our meeting; most importantly the value that a broker can offer compared to a 'shelf product' which comes directly from an insurance company.
You have given me confidence that I'll be covered for scenarios which apply to my risk profile which is something I never felt I got when speaking directly to insurance companies.
I look forward to maintaining our relationship as I move forward with the business and wish you well.
Director - awaroa sea kayaks ltd
Dean has managed & advised my insurances & finances over the years.
His advice is very honest & certainly trusted when tailoring & protecting what is important to me.
STEP 1: Understand You
We work with you to understand your current situation so we can put together a comprehensive personalised risk plan. Modelling your lifetime cash flow.
STEP 2: Transfer The Risk
Based on your needs we will analyse the shortfalls and areas where you can either retain or avoid the risk and then construct an insurance plan to transfer the balance of risk.
STEP 3: Implement The Plan
We will work with you to make the umbrella as broad as we can, balancing the probability of risk, optimising cost and coverage.
STEP 4: Review And Support
Life is forever changing, so we review your plan regularly to ensure it still works for you.
Claim time is your priority as it is ours. Whenever you need us we will always be available to help and guide you through.