Insurance Adviser Palmerston North.

MoneyTree provides comprehensive insurance planning and advice to suit every client’s unique needs.

MoneyTree provides comprehensive insurance planning advice, which looks different for every client. One size fits all is fine for a baseball cap. Good advice is not an off-the-shelf solution – It’s a tailored fit.

I like to get to know you first, that’s why our first meeting is always free.

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Latest Article
Uncategorized
October 14, 2020

It’s been two years

ACC has recently begun sending bills to self-employed people for the first time in two years. In the last few weeks self-employed Kiwis will have just received their first bill…

“My Partner and I were looking for life insurance after the purchase of our lifestyle block in the Manawatu. We contacted Regan and he has helped us through the whole process with professionalism and integrity. Regan stayed in touch throughout and kept us up to date on the process and explained all the insurance jargon so that we could understand it. We would highly recommend Regan to all those looking for sound financial advice.”

Clint Dunstan

“Regan is super helpful, professional and grounded, he provides sound practical advice to really cover your personal situation. I would recommend his wealth of knowledge and advice to anyone looking for insurance solutions.”

Terene Watson

“I was very impressed with Regan's knowledge. He made the right deal for me and my family. Not only was the package right but I have peace of mind.”

Rachel Shepherd

“Regan has been looking after my business insurances. He is professional, helpful and gives great advice. I would recommend Regan to anyone looking wishing to have a turn key method of insuring their business.”

Liam Cann

“Regan has been our family financial advisor for a number of years now. We trust Regan to give us the best advice for all financial matters. He is very personable and approachable, ready and willing to help with any query we might have. Regan is always a welcome guest in our home, and I recommend him to all.”

Jocelyn Turney-Mitchell

“Regan is a pleasure to work with. He is efficient and I appreciate his ability to be thorough and clearly go through all relevant options pertaining to his service without putting on a "hard sell".”

Mark Easton