Think Advisor…think of Allied Financial Advisors

 
 

Bringing you Experience, Expertise and Enthusiasm for an Extraordinary outcome

 
 

Recover from the unexpected. Prepare for the future

Allied Logo

Paul, Jason and Jared have been operating in the financial services industry for more than 20 years. We have offices in Christchurch and Auckland but are also affiliated with Insurance Advisernet, a network of independent insurance brokers with a national and international presence. Our team takes pride looking after all people regardless of race, ethnicity and age, from individuals to large corporates, small and medium enterprises, professional firms, consultants, construction trades and the services industry. No matter how large or small. After all, we are in the people and relationship business. We are not in the insurance business to serve people, but we are in the people business to protect one’s assets, income and liability.

Allied has earned the reputation of being a well-known general insurance brokerage company, locally striving to achieve excellency through doing the simple things right and effectively. Our motto as a group and as individuals is to be at least one percent better today than we were yesterday. We want you to benefit from our knowledge of the local insurance industry – that is second to none – and our experience in handling insurance for many thousands of customers enables us to provide independent advice you can always trust. It also means you’ll benefit from access to unrivalled financial strength, business efficiencies and buying power spanning every major insurer in New Zealand & Australia and access to major overseas insurers if and when required.

Our strong past claims expertise and experience is what you can rely on during claims time, we will be there for you and be your advocate, providing guidance and administer the claims from beginning till end.

Our Team

Paul Kang

09 282 4023 or 03 341 6280
021 618 668
FSP: 71701

Jason Soon

03 354 2554 or 09 280 3319
029 770 9802
FSP: 84223

Jared Soon

03 354 2554 or 09 280 3319
021 127 2956
FSP: 84261

Chris Lee

09 282 4023 or 03 341 6280
021 039 3609
FSP: 439906

Maria Lee

09 282 4023
021 191 2626
FSP: 688331

Henry Kim

03 341 6280
021 887 604
FSP: 648549

Sang Lee

03 341 6280
021 164 4200
FSP: 479427

Sunny Yoo

03 341 6280
022 324 1357

Jacqueline Wee

03 354 2554 or 09 280 3319
028 408 4678

Ivy Wu

03 354 2554 or 09 280 3319
028 408 4678

Vincent Yang

03 354 2554 or 09 280 3319
028 408 4678

Joseph Xiao

03 354 2554 or 09 280 3319
028 408 4678

Our Commitment to You

We appreciate you have many options when it comes to insuring your business. We never take your loyalty for granted and commit to do everything in our power to earn, maintain and continue to build our trusted relationship.

As your appointed General Insurance Broker, Allied Financial Advisors commits to:

Conduct an analysis of your risk/needs and recommend the most appropriate covers to protect your assets and liabilities.
Recommend the appropriate insurer to match the risk.
Only recommend secure and stable insurers.
Provide alternatives on your risk retention through various excess options and access to premium funding options to allow you to pay your premiums via instalments.
Provide prompt and timely servicing of your general insurance needs to ensure you are adequately informed of issues that may affect your business.

Our Commitment to You

We appreciate you have many options when it comes to insuring your business. We never take your loyalty for granted and commit to do everything in our power to earn, maintain and continue to build our trusted relationship.

As your appointed General Insurance Broker, Allied Financial Advisors commits to:

Conduct an analysis of your risk/needs and recommend the most appropriate covers to protect your assets and liabilities.

Recommend the appropriate insurer to match the risk.

Only recommend secure and stable insurers.
Provide alternatives on your risk retention through various excess options and access to premium funding options to allow you to pay your premiums via instalments.
Provide prompt and timely servicing of your general insurance needs to ensure you are adequately informed of issues that may affect your business.

Products & Services

Business Insurance
.

Having adequate general insurance cover is one of the most fundamental parts of being in business, as it provides invaluable protection against a range of risk events – from equipment and assets to legal liability – reducing financial uncertainty and protecting your livelihood and that of your workforce. Insurance companies provide a wide variety of general business insurance policies so it’s essential to get the right one for your needs.

Professional Indemnity
.

This specialised area of insurance covers liability arising from the ‘professional services’ provided by a business. Importantly, as the nature of modern business continues to change rapidly it’s no longer only for traditional occupations such as Engineers, Accountants, Doctors, Lawyers, Architects and Insurance Brokers.

Directors & Officers / Management Liability Insurance

If you have a small to medium sized private company, you could be protected by a policy that covers claims from a wide range of management liabilities, such as; directors and officers liability, company reimbursement, company liability and employment practice liability.

Property Insurance
.

A must if you have one or more business premises, property insurance provides financial protection in the event they are damaged or destroyed in a one-off event.

Motor Insurance / Commercial / Heavy Motor Insurance

One of the more common types of business cover, motor/vehicle insurance protects your business fleet against costs arising from theft and accidents. Your policy can be tailored to include a range of commercial vehicles from cars and motorbikes to vans, trucks and even buses and heavy motor vehicles.

Home & Contents Insurance
.

For most New Zealanders the family home is the largest asset they’ll ever own. This means it’s essential to protect it now with the right insurance cover. After all, no one wants to discover they’re inadequately insured when it’s too late.

Cyber Insurance
.

In the past two decades the global proliferation of digital technology, and unscrupulous figures seeking to exploit it, has seen cyber risk become one of the leading risk factors for businesses.

Business Interruption Insurance
.

From your family and employees to customers and suppliers, there are a lot of people who are dependent on your business. Given this, have you ever considered what would happen if you were unable to operate due to crucial assets being damaged or destroyed by a major event like fire, flood, significant storm damage or an earthquake?

Marine & Hull Insurance
.

Marine insurance is designed to provide peace of mind, whether you have a pleasure craft that requires insurance or if you are moving cargo across water, land or air. Marine transit cover provides point-to-point coverage between your premises and those of your customers.

Plant & Equipment Insurance
.

If you have mobile plant and equipment, we can arrange to ensure this plant and equipment is properly insured to protect both the equipment but importantly also the liabilities associated with its use. This product is designed to cover the smallest earthmoving machine though to the largest fixed or mobile crane – and everything in between.

Body Corporate Insurance
.

Body Corporate Insurance offers you peace of mind by providing liability cover in the event people are injured on common property. Typically it includes cover for lifts, pools, car parks, stairwells, gardens, wiring, balconies, walls, windows, ceilings and floors.

Contract Works Insurance
.

You need contract works insurance in place before a peg is put into the ground. Many things can go wrong where building works are involved, whether that be at excavation or even completion stage of any project. This insurance is designed specially to provide cover against any physical damage as well as loss of building materials, fire and malicious damage.

Liability Insurance
.

Despite your best intentions sometimes accidents still happen. Today’s businesses are exposed to an ever growing list of legal liabilities.

Rural Insurance
.

This insurance cover protects you against damage to farm buildings, contents, farm machinery, vehicles, as well as the many other assets required in your day to day operations.

Mortgage & Finance
.

It’s the largest financial commitment most of us will ever make. But with so many choices, how do you know which mortgage is right for you? Everyone is different, so it makes sense to get independent expert advice before you make this incredibly important decision, so you can confidently select the best option for your future.

Life, Trauma, Total Disablement & Medical Insurance

No one plans to suffer a life-threatening illness or injury. But if it were to happen, the medical expenses alone could cause extreme financial stress. Without the right insurances in place, it could also limit your ability meet your existing commitments, especially should you be unable to return to work.

Kiwisaver
.

KiwiSaver is a voluntary scheme to help you save for your retirement, administered by Inland Revenue. A wide variety of contribution plans are available under KiwiSaver, so it’s important to choose the one that’s right for you and your future.

Do you need more information? Call 09 282 4023, 03 341 6280, 03 354 2554 or

EMAIL US

Claims

At Allied Financial Advisors, we believe the true test of the relationship with your Insurance Broker is when you need to make claim. Our strong past claims expertise and experience is what you can rely on during claims time, we will be there for you and be your advocate, providing guidance and administer the claims from beginning till end.

Claims Process

Making a claim can be a daunting task, especially as it typically occurs at an already difficult time. With this in mind we see it as one of the most important times in our relationship with you. We’ll do everything we can to make the process and smooth and easy as possible. This includes:

This includes:

Providing you with your Insurer’s Claim Form

Arranging for a Loss Assessor to be appointed if necessary

Guiding you carefully through to completion of the Claim Form

Submitting your Claim Form to the Insurer on your behalf

Providing ongoing advice to ensure a fair and reasonable settlement.

Lodging a claim

Step 1. Contact us so we can discuss what’s happened and carefully review the event/s against your insurance cover.

Step 2. We’ll send you the relevant claim form/s and outline any other documentation your Insurer is likely to require.

Step 3. Fill out your claim form in as much detail as you can. (Remember, if you have any questions we’re always here to help!)

Step 4. Post or email your completed claim back to us so we can check everything and then forward it to the Insurer on your behalf.

Local Understanding. National Strength.

Allied Financial Advisors are proud to be a Member Broker of Insurance Advisernet New Zealand, a network of more than 230 advisers across New Zealand and Australia. Insurance Advisernet is a principal member of the Insurance Brokers Association of New Zealand Inc. and the largest member of the publicly listed AUB Group – one of the leading general broking groups in Australasia with over 450,000 clients. This relationship gives us access to unrivalled financial strength, business efficiencies and buying power that spans every major insurer in New Zealand and Australia, even access to major overseas insurers when required.

230 authorised insurance broker practices
230 authorised insurance broker practices
over 86000 clients
over 750 million in premiums
over 175000 policies

*Disclaimer – total premiums include all taxes and levies (including GST)

Strength Under The Insurance Advisernet Banner

Allied Financial Advisors are a Member Broker of Insurance Advisernet New Zealand Ltd. Founded in 1996, Insurance Advisernet operates in both New Zealand and Australia, delivering strength that allows Allied Financial Advisors the benefit of maintaining its local presence whilst also being part of a national group for the products and services needed by our customers in today’s increasingly complex business world.

Visit the Insurance Advisernet Website

    Contact Us

    Need help? Contact us today by completing the form here.

    You can also find us at the following locations:

    Auckland Office 1:
    Unit 11, 75 View Road, Wairau Valley, Auckland 0627
    PO Box 305 416, Triton Plaza, Auckland 0757
    09 282 4023
    Auckland Office 2:
    G2, 160 Symonds Street, City centre, Auckland 1010
    PO Box 305 416, Triton Plaza, Auckland 0757
    09 280 3319
    Christchurch Office 1:
    Windmill Centre, First Floor, Office 2, 95 Riccarton Road, Riccarton, Christchurch 8011
    PO Box 5127, Papanui, Christchurch 8542
    03 341 6280
    Christchurch Office 2:
    Unit 4 & 5 — 243 Blenheim Road, Riccarton, Christchurch 8041
    PO Box 11254, Sockburn, Christchurch 8443
    03 354 2554

    Our Insurance Partners

    Copyright 2021 Allied Financial Advisors Ltd All Rights Reserved

    Copyright 2021 Allied Financial Advisors Ltd All Rights Reserved