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MoneyTree provides comprehensive personalised financial 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.

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

How we can help – Our Services

Personal Insurances

Life can be complicated.  Insurance shouldn’t be.  We learn all about where you’re at, what your life is like and what’s important to you. We use market leading insurance providers to deliver just the right type and quantity of insurance for you.

Life Insurances

How much do you really need? And how long will you keep it?  We help you understand what it’s for, and work out how much to buy. Then we compare prices across lots of companies.

Fixed premium insurance – life insurance that doesn’t go up!

Some policies are cheaper when you buy them, but over time the premiums go up. And up. Over time they double. But there are other options.  Talk to us about level premiums – the smarter way to buy life insurance.

Income insurance

The income you haven’t earned yet is your most valuable asset. Most families can last up to a few months without the main income, but beyond that…

You’ve covered the house, and the car; but what about the income that will pay for them and keep them running?

Business insurance

Being in business is both challenging and rewarding. It also has its own risks.  No sick leave, no redundancy pay. Talk to us about how you can make sure the business, and the people behind it, can survive any serious illness or injury.

ACC (for the self-employed)

ACC is the insurance everybody has, and few understand.  Many business owners think they pay too much for their ACC.  There is a better way.  It’s called CoverPlus Extra, and it’s a very good idea.  We can help you set up your ACC cover to work better when you claim, and work alongside your other insurances. We’ve even written a book about it – get it free here

Health insurance

Avoid waiting lists and get access to cutting edge medical procedures and drugs. We know the options.  We compare several major providers and help you find the right policy.

Home loans

We help you get ready to get ready to apply for a mortgage. We explain what you need to have, bring, and do, to make the process simple and enjoyable.

Fire and General insurance

We use a good broker to compare prices from several providers.  From cars to houses, to business and commercial. Travel to construction. Couriers, taxis, tradies and more.

Get a quote for your cover today.


We use a provider that has a range of different KiwiSaver investment funds to choose from, including three Socially Responsible Investment funds, so you can choose a fund that matches your values and works for whatever stage of life you’re at now, and in the future.

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