Assetwise
Naomi Lowe
Insurance advising
Naomi Lowe Insurance
Who I help
I work with a range of clients from Mums and Dads, businesses needing group protection of key employees/owners, professionals and others who need personal risk advice on covers such as medical insurance, income protection type covers, trauma, life cover and other lump sum benefits if sick/injured.
The problem I solve
The financial gap when people get sick and can’t work or need time off to recover or can no longer work. Also, medical claims to get surgery/specialists/tests faster
My point of difference
Strong financial background with accounting and law background making my perspective well rounded for the financial impact sickness/injury creates.
Key benefits
Protection when life hits hard and people at most vulnerable when sick or injured or a loved one passes away
Problems my clients avoid
Financial ruin or need to sell a house when a job is lost and bills can’t be paid
About
Business personal risk type covers including loss of revenue, trauma, life, total and permanent disablement and other business covers that relate to sickness/injury of key workers or owners. Personal risk covers for business owners and everyone else including life, trauma, income protection products, trauma lump sum products, injury covers, total and permanent disablement, medical insurance and other personal risk covers relating to injury/sickness.
Products and services
Personal risk insurances and business cover for protection of sickness/illness in individuals, key staff and business owners. We have a wide range of providers we use including Partners Life, Chubb, AIA, Fidelity Life, Asteron Life, Southern Cross, NIB and a few other providers. We can look to the market as independent from each provider to see the best option for price, your risk profile and options that will give you the best result for your medical or financial position at time of application for products and can review this regularly in case we need to look at other options later that may have better terms or pricing for your individual needs.
Skills
- Business insurance
- Health insurance
- Income protection
- Key person & shareholder cover
- Life & trauma cover
Qualifications
BCom/LLB Chartered AccountantVerified
Auckland University, 1998
An invitation
Many are under insured or lots have zero and leave families or businesses to suffer if the worst happens