Security for life’s uncertainty
My services

Business Risk Management
Ensure your business runs smoothly in case potential risks occur such as the loss of a key person as well as overhead and shareholder risk.

Personal Insurance
Get a personalised insurance plan to ensure you and your loved ones are protected when the worst happens from job loss to serious illness or death.

KiwiSaver
Get a personalised KiwiSaver plan based on your preferences such as your preferred risk profile as well as your financial and retirement goals.
Providers I work with












About me
Kia ora, I’m Jack Tan.
With more than a decade of experience in financial services, I’ve had the privilege of helping Kiwis safeguard what matters most. By providing tailored insurance solutions that truly reflect each client’s needs, I aim to offer peace of mind and real protection for every stage of life.
My journey began in the banking sector, where I specialized in lending and general insurance. Over the years, I’ve honed my skills to focus on what truly matters to my clients: providing advice that is practical, purposeful, and fits within their budget.
I believe in crafting insurance plans that align with your unique needs and priorities. My approach is never about selling policies that stretch your finances but about
ensuring you have the right cover for what’s essential in your life. Whether it’s safeguarding your family, home, or livelihood, my commitment is to deliver solutions that make sense for you.

Let’s chat
Address
4 Whetu Place, Rosedale, Auckland 0632
Get in touch
+6420 4197 1212