Wealth Protection Specialists Ltd

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Wealth Protection Specialists Ltd

At Wealth Protection Specialists, we aim to ensure that the financial wellbeing of your business and

A disclosure for myself and my company, Wealth Protection Specialists can be found by clicking on the link here: www.wealthprotection.co.nz/disclosure-statement

17/10/2025

Let’s bust a myth: “Do I have to pay to use an insurance adviser?”

Short answer: No.
Slightly longer answer: In most cases, our fee is covered by the insurer. That means you get expert, personalised advice for free.

We help you pick the right policy, make sense of the fine print, and deal with the hard stuff when the time comes all at no extra cost.

It’s not too good to be true. It’s just how it works.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

15/10/2025

Lately, Alex has had a high number of claims come through some expected, others a bit out of the blue.

Unusual diagnoses, rare conditions, and complex treatments most people don’t see coming. It’s a reminder of how broad insurance cover can be… and how valuable it is when life throws something unexpected your way.

But here’s the part that often gets overlooked: behind every claim is a person navigating medical reports, policy wording, and timing that’s rarely ideal.

That’s where we step in.

We’re here to take that pressure off. To help you understand what’s happening, what you’re entitled to, and how to actually get it without the overwhelm.

Because it’s not just about having cover. It’s about having someone in your corner when you need it most.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

09/10/2025

Why use an insurance adviser in your 30s?

Because that’s when life gets… real.

Mortgages. Kids. Career changes. Starting a business. Planning for the future.
Suddenly, the stakes are higher and the financial decisions get more complex.

That’s where a good adviser makes a real difference.
✔ We help you make confident decisions with clarity.
✔ We match cover to your lifestyle, not someone else’s.
✔ We handle the fine print, the claim forms, and the calls.
✔ And we keep your plan updated as life evolves.

It’s not about selling a product. It’s about protecting the people and plans that matter most now and in the years ahead.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

03/10/2025

A few weeks back, our team headed along to the Financial Advice Roadshow right here in town. A great chance to connect, learn, and keep up to date with what’s happening across the industry.

Events like this help us stay sharp on everything from claims trends to tech tools. And it’s always nice to step out of the office for a day.

01/10/2025

You know what’s not fun? Being sick and stuck dealing with a 90 page insurance policy at the same time.

Claim time is when things get messy. Medical reports. Endless forms. Delays. Confusing emails. More forms.

Unless you’ve got us.

At Wealth Protection Specialists, we manage the entire process from paperwork to payouts so you don’t have to. It’s not glamorous, but it matters.

We read the fine print, so you can focus on healing, not hoop jumping.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

25/09/2025

We’re not an overseas call centre. We’re not a chatbot. We’re not someone you’ll never meet.

We’re based right here and we look after our people.

When something goes wrong, you want someone who knows your name, your policy, and how to sort it. Not someone reading off a script.

We wrap around you, your family, your business and make sure the protection you’ve paid for actually works.

We're Karl, Alexandra and Matthew and we make wealth protection different.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

19/09/2025

Building the life of your dreams? The job, the flat, the career plans. It might feel like time is on your side. And it is....

But here’s something most people don’t think about until much later: the best time to get your protection sorted is before you ever need it.

When you're young and healthy, you’ve got more options, better pricing, and a chance to make decisions your future self will thank you for.

Whether it’s income protection, trauma cover, or even getting your KiwiSaver working harder these are smart moves that set you up for the long term.

Alex helps clients in this stage of life every day. If you’re not sure where to start, let’s have that conversation now, not later.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

17/09/2025

Karl’s back from a 6-day study tour in Australia at the Melbourne Business School.

A few highlights were the leadership training with Wallaby legend John Eales, and industry insights from Fidelity Alongside some great conversations around systems, process, AI tech, and a very strong case for using plain English when talking to clients.

Why does that matter to you?

Because behind every “simple” insurance policy is a very complicated machine. And if you don’t have someone who understands how it all fits together, you're flying blind.

We don’t wing it. We stay sharp, stay curious, and keep learning so we can deliver advice that actually works when you need it most.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

04/09/2025

Being independent means being on your side, every step of the way.

At Wealth Protection Specialists, it means we’re not tied to one provider.
We work with a range of insurers to find the cover that actually fits you.

✅ We’re not here to sell you one product
✅ We compare options across the market
✅ We tailor advice to your goals, not a sales target

If you’ve ever wondered whether your current cover is still right for your life, let’s have a conversation that puts you first.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

02/09/2025

“I’ve got business insurance so I’m fully covered, right?”

Not always.

Business insurance is an umbrella term that can include property, liability, income, and key person cover, but not every policy includes them all.

💬 Many business owners assume one policy covers everything
💬 Gaps often appear in areas like succession, illness, or income protection
💬 Claims can be declined if the right cover isn’t in place from the start

The truth? A single ‘business insurance’ policy might not be enough to protect you, your team, or your future plans.

Let’s review your setup and make sure your cover actually matches your risks.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

27/08/2025

We don’t just sell policies, we build your Plan B.

At Wealth Protection Specialists, our mission is simple: to make sure every New Zealander is financially protected if the unexpected happens, illness, injury, or worse.

Every plan we create is:
✔ Tailored to your life and goals
✔ Supported from start to finish, including claims
✔ Built by advisers who work for you, not the insurers

If you’re ready for a plan that truly supports your family, business, and lifestyle, we're here when you are.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

21/08/2025

There can be a lot of confusion out there when it comes to insurance.

We’ve put together some of the most common myths we hear and what we see behind them.

If you’ve ever found yourself wondering if ACC is enough or whether your savings will cover it, this one’s for you.
The more you know, the better decisions you can make.

📞 03 470 1422
🌐 https://wealthprotection.co.nz/contact-us

Address

Level 2 Bracken Court, 480 Moray Place
Dunedin
9016

Telephone

+6434701422

Website

https://wealthprotection.activehosted.com/f/3

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