NATIONAL REFERRAL GROUP MEMBER

BALANCE ADVISORS


LEE REO

Balance Advisors

Email: lee@balanceadvisors.co.nz

Phone: 0800 120 449

Protecting the things that matter most to you - It is what I do.

Hi, I’m Lee and I know insurance can be a ‘boring subject’. But unfortunately, it’s the boring things that can be easily overlooked. We all think that the worst won’t happen to us - It’s understandable. We don’t want to think of worst-case scenarios. But this is exactly what personal insurance is for. So, you don't have financial worries.

Trying to sort insurance requires a Ph.D. in jargon and a diploma in acronyms. Take away that headache and to-do item, that, let's face it - you won’t get to. Book an appointment today and let me take the pain away:

  • Understanding your needs from your insurance coverage
  • Review your existing insurance coverage (if you have any)
  • Identify any double-ups of insurance benefits - Saving you $$$
  • Identify relevant and affordable insurance coverage for you, or your family

An insurance broker is all about selling me cover?

Whilst it can be true, as all industries have their dark sheep, I am a mum of two and know insurance is about protecting those we love, whilst making it fit our financial budgets. You might have taken insurance from your bank - especially if you hold a mortgage, but did you know bank policies can be some of the least competitive and most restrictive at claim time?

Book a free 40-minute consultation to see first-hand, how I can help you meet your goals.

What does an insurance broker do?

As a truly independent insurance broker, I work to support you. *LIFE* happens. And so, needs change. Family growing? New home? Whatever the reason, as part of our yearly check-ups (not the scary GP type) we check in with you to see what has been happening, and what is coming up in your future to make your insurance protection plan work for you. As you near retirement and kids fly the nest your insurance coverage doesn’t need to be as high. So yes, our annual reviews are sometimes about reducing amounts of coverage as much as they are about potentially increasing your insurance protection to cover you appropriately for the age and stage of life and your loved ones.

When the S***T hits the fan, I know your priorities will be on either recovering or looking after loved ones. That is why I am there in your corner fighting to ensure you have a painless experience claiming. I manage the whole process. This is the single most important role I play. What is the value of peace of mind if the worst happens? (Especially when that “peace of mind” is paid for by your insurance and not you!)

My approach V online

The internet has made our lives easier. And busier (even if it is endless scrolling). Discounted insurance products exist, but with upfront discounts, the ‘cost’ is in the detail and in the support, you receive after buying. Everyone talks of professionalism and it’s a word that often means little. To me it is everything. Put me to the test. If you decide you don’t like my approach, then you are free to take the advice and go elsewhere or even online if you prefer. It is why I offer a 40-minute no-cost, no-obligation consult to demonstrate why I can help you protect your assets, not just sell insurance.


Because life is difficult enough - Leave your insurance to Lee

Leave it to Lee (yes, that’s me!) and you’ll an insurance protection plan that’s specific to you plus:

  • Convenience
  • A champion fighting for you
  • Knowledge and Expertise (I live insurance every day)
  • Choice (Whole of the market, not just one provider)
  • Professionalism

I work for you, so if the time comes, you have the insurance protection you need to protect the things that matter.


Life Insurance

Trauma or Critical Illness Insurance

Disability Income Insurance (mortgage protection)

Workability Insurance 

New to Business insurance options



COME ALONG AS A GUEST TO SEE WHAT IT’S ALL ABOUT.

We provide a friendly, supportive environment designed to foster genuine relationships between Northland’s business owners.

Join us for weekly breakfast meetings, where you can socialise and discuss your business, get new ideas from the weekly business workshops, or simply enjoy a delicious hot breakfast while chatting with fellow members.

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