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Mark Jory

Practical Solutions
Life, Disability & Annuity Insurance

Contact Information:

Pine Hill, Dunedin 9010
New Zealand

Years in Business:

 

18

Clients I'm Seeking:

 

Self employed & business owners, parents with dependent children seeking the quality financial advice or an Authorised Financial Adviser (AFA) with Certified Financial Planner and Chartered Life Underwriter qualifications.

About My Business:

 

I provide financial advice around appropriate insurance protection to provide you with money when you need it most, following a death or serious health event to yourself, your spouse/partner, child, or business partner. I also help you build wealth by utilising KiwiSaver and personal retirement savings plans. For businesses I provide employee incentive schemes with advice around KiwiSaver for your employees and group insurance packages at discounted rates, this shows your employees that they are valued.

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