What my Clients say...

Eileen Stephens, Retired, Birkenhead

In 2001, my accountant recommended Michael to my husband and I, to help us with our investments. My husband found Michael to be very In , a good listener, someone who could help him with administering the family finances. When my husband died in 2003, I was left to deal with the bewildering financial aspects of my affairs. Thank goodness for Michael. He’s been a tower of strength and has helped me understand a completely new field. I look on him, as not only my financial adviser, but a good friend who has my interests and well-being at heart. I recommend him to anyone seeking financial advice..

Ian Symes, GP, Devonport

Michael has been my financial adviser since 1998. I regard Michael as my financial GP — he has been a great help in managing my financial portfolio and retirement planning. I have always found him to be knowledgeable, honest and trustworthy.

Rodney Marks, GP, Henderson

I was referred to Michael by a fellow GP in 2001. Since then, Michael has become a trusted adviser to both my family and my medical practice. His warm, open approach and knowledge regarding the financial and insurance needs within the medical industry has been extremely helpful to me and a number of my colleagues over the years. I recommend Michael to anyone needing investment and insurance advice.

Jane Arnott, Dip Prof Ethics, BA, Company Director, Christchurch

Michael Beuvink, as my insurance and investment advisor, has consistently demonstrated a professional, timely and genuine commitment to understanding my financial planning needs and in delivering a service that reflects his own belief that every client is valued no matter how big or how small. He and his team are reliable, supportive and well informed across a range of policies, providers and investment opportunities and his expertise in identifying the best solution is one that I have come to rely upon and value since 1996.

Gavin Rowe, BBR Ltd, Chartered Accountants, Auckland

I was referred to Michael in 2003, to assist me in implementing my personal insurance planning. Subsequently, I have used his services to provide the investment and insurance advisory angle, to complement the business development work my firm does for our clients. I have found
Michael’s professionalism and practical advice to be invaluable to both my own, and my client’s financial needs.