Who are we?
Willowgrove® Consulting Limited is owned and operated by Jon-Paul Hale.
Established in 2012, Willowgrove® Consulting specialises in Medical & Disability Risks and Insurance, though we can also help you with other insurance needs too.
Willowgrove Consulting Limited (FSP647869) holds a license to provide financial advice.
Willowgrove Consulting Limited (FSP647869) is a Financial Advice Provider.
Briar & Wendy, Support Jon-Paul (J-P), Kristin, and Ko to deliver an exceptional customer experience in managing your insurable risks.
J-P & Kristin are the advisers in the team and are your best point of call for any insurance questions, as even simple questions often mean advice.
If you are a dentist, then Ko is the person to contact. As a dentist himself, Ko focuses exclusively on the needs of the clinical dentistry community and understands the nuances you need.
J-P is based in Takapuna, Kristin is on the Hibiscus Coast, and Ko is in Greenlane, giving you easy access to face-to-face help across the Auckland region.
With modern technology, we can provide phone, video, and social media access to advice for you, even if you are outside Auckland or overseas. With clients all around New Zealand, the lack of face-to-face is not the barrier it used to be.
With integrity being a core value of our people, Willowgrove Consulting endeavours to provide solutions that create freedom for our clients.
This means many things, mostly about giving you the confidence and security to get on with life, knowing that if and when the worst happens, we'll be there with the right support at the right time for you.
Get in touch today and let us sort out all your insurance issues quickly and without fuss.
We are members of Financial Advice New Zealand.
How We Can Help You
Insurance is one of those things you wish you had it when you need it. Unfortunately, once the event has happened, it is too late to seek the advice of an insurance adviser. That makes our job here at Willowgrove Consulting so important because we give you the right advice for your circumstances and put your insurance cover in place before anything happens. Willowgrove Consulting and our insurance advice differ from the big branded institutions, such as banks, that offer insurance under one brand and one provider. That’s because we can access a wider range of options and solutions that specifically fit you. In fact, you can think of us as a one-stop insurance shop that does all the legwork to find the right provider or providers for your needs.
So What Actually Happens When We Work With You?
The initial consultation is provided with our compliments. As can the rest of what we do. We know that if we can demonstrate to you that we are providing you with the right solutions at the right price, you will use us, and we want that opportunity.
Because we have several ways we can be paid, we receive commissions from providers and also offer fee-for-service options. Depending on your approach, the whole process could be at no cost to you.
We will investigate the right solutions for you, regardless of the provider, and present you with genuine options, allowing you to make the best-informed decisions for your circumstances.
You may decide to keep your existing covers in some form or change them completely, and we are happy to discuss all of your options with you.
One of our core values is integrity. Without integrity, we will not have your trust. Our relationship with you has to be one based upon trust, which is why we are upfront and honest with you at all times.
We believe in the insurance products we arrange. We have many of them ourselves, and we have seen them successfully working in some of the most difficult and trying times of people’s lives.
When it comes to your own life insurance, our positive working relationships with all of New Zealand’s insurance providers mean we can access the best terms possible for your initial coverage. If there comes a time when you need to claim on any of your policies, you can expect us to be involved to help you there too.
What Do We Do Exactly?
We help you protect what matters most to you by managing your life risks.
This includes things like your lifestyle, children, home, income and your business. Consider us your personal risk manager, keeping an eye out for the other things you need to be aware of.
Some of the areas we can help you with:
Personal risks
Mortgage & debt protection
Business risk
Self-employed risks
Shareholder protection
Key person protection
Estate planning
Medical underwriting
Policy structure
Claim management
ACC levy management
Contact us on 09 973 2849, email us at enquiry@willowgrove.co.nz or book some time and start letting us take care of managing your life risks so you can get on with living your life.