The Smart Advice Collective

Sarah Cavanagh

Insurance advising

Smart, Savvy Financial Advice from The Smart Advice Collective

After 20 years as an Insurance Adviser I know the NZ insurance industry almost better than anyone! Let me find the right cover for you, at the right terms.

Who I help

Families who want to know they have the best protection possible, at the best terms and at the best price.

The problem I solve

Insurance is known to be boring, confusing and expensive. My aim is to make reviewing your insurance easy, quick and actually enjoyable. We don't need long tedious meetings and we don't have to spend a fortune on insurance. I make sure my clients have all the cover they need that is a perfect fit for their family.

My point of difference

I have been in finance in NZ for almost 30 years, so I bring a wealth of knowledge and experience to my role. I love helping people, especially women and their families, understand insurance and make sure they have adequate cover so they can sleep at night knowing the family is protected without worrying about the cost. I have seen many wonderful claim scenarios where people I had the pleasure of insuring came to need that insurance and I could see the wonderful things it did for their lives - at a time when they needed it the most.

My niche market

I love helping all families make sure they have the following 3 things: 1. You can sleep at night knowing you have the right cover in place 2. The premium is affordable and doesn't break the budget when it comes out of your bank account 3. You are insured with the best companies with the best claims records - so the cover kicks in when it is suppose to.

About

I would love to be your personal insurance expert, adviser and confidant, offering insurance solutions for women and families in New Zealand who deserve peace of mind. I am passionate about helping you find the right insurance plan, with the best terms possible specifically for you and your family. With my knowledge and expertise, I will provide personalised guidance to help you make informed decisions that align with your priorities and values.I am dedicated to empowering my clients to make informed insurance decisions that provide peace of mind and financial security. I have been advising on insurance since 1996 and am passionate about working with you to secure the future of your loved ones. You can trust my expertise.

Products and services

Sarah has almost 30 years in the finance sector and has a broad knowledge of all things financial but especially loves helping people with their insurance needs. Insurance is so intangible, until it is needed the most and Sarah has seen the most amazing outcomes when insurance really was the miracle a client and their family needed. Sarah works closely with her clients to make sure they get the right cover, at the right terms and the right price to help them achieve their goals and protect their family, in plain language that everyone can understand. This may be through Life insurance, trauma and critical care covers, mortgage and income protection, permanent disablement cover and medical insurance.

Why I am a member

I have been a NZBW member for a good part of the last 14 years. I think NZBW should be a very important part of all Kiwi women's' business plans. Women network differently - we listen, we want to help and want to support other women in business and I have always found NZBW to be a very beneficial networking option for my business and also me as a person. I have met great friends, mentors and advisers through my membership with Venus.

An offer for you

I offer an impartial review of your current insurances; a second set of eyes to make sure you have the right covers in place, at the right price, that will kick in at the right times when they are needed the most.