Since 1997

Helping you plan your financial dreams; Building and protecting them, so you can live them.

Remove The Headache of Not Having a Plan

Don't have, or haven't reviewed your plan in a while? Worried you have the wrong cover in place? Leave the detail to us, we'll help you know what you don't know and provide a personalised service tailored to your situation. 

Lets catch up and talk

Steve of Moneta has provided our family with insurance cover for a number of years. His experience and ability to ask the right questions to tailor the policies we need has been excellent. If you are looking for an honest, say-it-as-it-is advisor, Steve is your man!

Dave Sewell Rolleston

I went to Steve when I was looking for life insurance when I bought my first home. Steve's a top bloke - very easy to deal with, knows a lot about the subject and offered his personal advice and opinions on what insurance options would be best for me.

Mark Lincoln Christchurch

Health insurance, income protection, life and medical insurance can be confusing and confronting topics at the best of times but Matt, Lisa and their team made the whole process seamless and user friendly from the start. Matt listened to what we had to say and gave balanced, fair and accurate advice based on our requirements and his consistent communication really set him apart from other advisors we had dealt with in the past. I would strongly recommend Matt and his team to anyone wishing to re-evaluate their current levels of cover or for anyone looking to obtain insurance for the first time.

Shaun and Lisa Creek Bayleys