Office: Level 1, 15d Jack Conway Ave, Manukau City, Auckland 2104
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Insurance Providing security and peace of mind for you, your family and your business

Personal Insurance

Having a contingency plan in place for those tough financial times that may arise owing to sickness, accident, or losing a loved one, is one of the smartest and wisest decisions you will ever make.

But where to start – as it can all be a bit confusing and scary? It’s our job to work together with you to come up with a plan that provides you with security and peace of mind, knowing that you have protected yourself, your family and your business.

Patel Pike Financial Services are registered financial advisors and specialise in personal, family and business insurance protection plans. We are not “tied” to any one insurance provider and have access to the full range of personal, business and group insurance services and products offered by the major insurance companies. This means you don’t need to waste time looking through numerous web sites and can be assured that we are able to source and tailor the best cover to meet your needs, at a cost that is manageable and sustainable.

Business Insurance

If you are a business owner, you will no doubt be constantly striving to increase business profitability and to build the value of your business. An important element of sustainably building the value of your business is the need to protect the value of your business. There are numerous risk exposures that can seriously damage the value of your business.

For example, if a business loses the service of its sole trader, a key employee, an owner or business partner, the consequences for the business can be serious. Profits can fall, loans may have to be repaid at short notice or, at worst, the future viability of the business can come under threat.

It is important that every business has in place a Business Protection Plan with suitable insurance covers that provide financial support in a variety of situations.

In conjunction with JP & Associates’ (Patel Pike Financial Services) strong pedigree in helping businesses successfully grow, become more profitable and more valuable, Patel Pike Financial Services provides a seamless insurance advice service to protect the value of your business.

Providing security and peace of mind for you, your family and business Please call Theo Simeonidis 0800 566 000 or 027 248 9320 or email: theo@ppfs.co.nz for a free, no-obligation insurance review, recommendations and quote.

Patel Pike Financial Services Ltd.

Providing security and peace of mind for you, your family and your business

Our track record is proven by our clients

Our 25-year combined track record is one with absolute integrity. A point of pride for us is the fact that rarely any of our clients have gone into Financial Hardship. Many, however, have grown their businesses far beyond expectations, and are now enjoying a significantly better lifestyle.

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