WHO WE ARE
We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances. Brett is passionate about providing quality advice to his clients and a large percentage have been with him for over 15 years. Brett ensures they receive the most effective insurance cover, with the best possible value, for the right situation. He is always looking for smarter ways to help businesses and clients manage their risks.
Brett is supported by Wendy Gregory, Shelley Richdale, Amanda Palaita and Amanda Winstone.
WHO WE ARE
We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances.
Brett is supported by Wendy Gregory, Shelley Richdale, Amanda Palaita and Amanda Winstone.
PRIVACY POLICY – IMPORTANT INFORMATION
Your privacy and important information.
It’s important you can trust us with your personal information. We take your privacy and security very seriously. We’ll only ask you for the information we need to provide financial advice to help you protect you and your family’s wealth.
You may request access to your personal information at any time by contacting us. Information collected will be subject to our privacy policy that is in line with requirements of the Privacy Act 2020.
Our Client Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Brett Pearce - Director / Financial Adviser
With over 27 years experience in the industry Brett is an expert adviser with in-depth knowledge in all areas of personal and business risk insurance. ``It is really important to me that my clients know their insurance is being managed by a team of committed professionals. That offer outstanding service from the beginning and especially when it is needed most - at claim time.``
Brett Pearce - Director / Financial Adviser
With over 27 years experience in the industry Brett is an expert adviser with in-depth knowledge in all areas of personal and business risk insurance. ``It is really important to me that my clients know their insurance is being managed by a team of committed professionals. That offer outstanding service from the beginning and especially when it is needed most - at claim time.``
WE CAN PROMISE YOU…
We are commited to ensure our clients are well cared for on an ongoing basis. We always put our client’s needs first. This includes recommending the best possible products that are available from all the major insurance companies. We believe that advice is more important than price and the only real test of an insurance policy is at claim time.
Brett is a Registered Financial Adviser and works with you to make smart insurance decisions. Once he has implemented your decision we keep you informed about the ongoing suitability of your insurance and consult with you to make adjustments when needed.
Disclosure Statement – Brett Pearce, Registered Financial Adviser FSP93342 [click to view pdf]
WE CAN PROMISE YOU…
We are commited to ensure our clients are well cared for on an ongoing basis. We always put our client’s needs first. This includes recommending the best possible products. We believe that advice is more important than price and the only real test of an insurance policy is at claim time.
LIFE, TRAUMA, DISABLEMENT
LIFE COVER: Life Cover ensures big debts are paid and immediate costs covered. TRAUMA COVER: Trauma Cover gives you peace of mind if you suffer one of the covered serious illnesses or injuries, e.g. Stroke, Cancer, Heart Attack. With a lump sum cash payment that you can choose how to use. DISABLEMENT COVER: If an accident or illness means you are unable to work again, Total & Permanent Disablement Cover (TPD) can help ensure you will be able to meet ongoing day-to-day living expenses.
LIFE, TRAUMA, DISABLEMENT
LIFE COVER: Life Cover ensures big debts are paid and immediate costs covered. TRAUMA COVER: Trauma Cover gives you peace of mind if you suffer one of the covered serious illnesses or injuries, e.g. Stroke, Cancer, Heart Attack. With a lump sum cash payment that you can choose how to use. DISABLEMENT COVER: If an accident or illness means you are unable to work again, Total & Permanent Disablement Cover (TPD) can help ensure you will be able to meet ongoing day-to-day living expenses.
INCOME PROTECTION
Income Protection can provide you with a regular income until you can return to work. It can help ensure your bills can be paid and makes sure your current standard of living isn’t seriously compromised.
INCOME PROTECTION
Income Protection can provide you with a regular income until you can return to work. It can help ensure your bills can be paid and makes sure your current standard of living isn’t seriously compromised.
KEY PERSON RISK
Every staff member in your business is important. There may be some people who are critical to its success. Key Person Insurance protects your business if it was to lose a critical person and can reduce the financial impact on revenue, expenses, relationships and contracts.
KEY PERSON RISK
Every staff member in your business is important. There may be some people who are critical to its success. Key Person Insurance protects your business if it was to lose a critical person and can reduce the financial impact on revenue, expenses, relationships and contracts.
MEDICAL INSURANCE
We can help you obtain a Medical Insurance policy that covers just the big ticket items such as Surgery, Private hospital stay, specialist visits and diagnostic testing such as CT or MRI scans, or a policy that covers everything including GP visits, scripts, dental and eyes. We have a choice of medical health insurers that provide the best possible policy wordings, competitive pricing and a choice of excess options to suit your needs.
MEDICAL INSURANCE
We can help you obtain a Medical Insurance policy that covers just the big ticket items such as Surgery, Private hospital stay, specialist visits and diagnostic testing such as CT or MRI scans, or a policy that covers everything including GP visits, scripts, dental and eyes. We have a choice of medical health insurers that provide the best possible policy wordings, competitive pricing and a choice of excess options to suit your needs.
MORTGAGE PROTECTION
Buying a home is a major step in life. The last thing you want to see is your home slip out of your hands if for some reason you can’t meet your loan repayments.
MORTGAGE PROTECTION
Buying a home is a major step in life. The last thing you want to see is your home slip out of your hands if for some reason you can’t meet your loan repayments.
AT CLAIM TIME WE ARE WITH YOU 100% OF THE WAY
In the event of a claim, we are with you 100% of the way. With our years of experience we ensure our clients get the best possible outcome from their claim and are paid out what they are entitled to. So, from submission to the very end, we will fight for you at claim time. The list of information below are real Claims and real results that we have helped manage for our clients
CLIENT PAYOUTS
At claim time we are with you 100% of the way. In the event of a claim our clients deserve the best chance of being paid out. So, from submission to the very end, we will fight for you at claim time.
GENDER
OCCUPATION
AGE
CAUSE OF CLAIM
BENEFIT
PAYMENT
M
Company Director
48
Stress
Income Protection
$2,237 PW
M
Company Director
43
Chrons Disease
Income Protection
$3090 PW
F
Accounts / Bookkeeper
51
Breast Cancer
Trauma/Income Protection
$129,501 $985 PW
F
Administration Manager
60
Lymphoma
Trauma
$262,576
M
Company Director
42
Arthritis
Business Expenses Income Protection Disablement TPD
$2958 pw $1,315 pw $812,325
M
Communications Consultant
49
Testicular Cancer
Trauma
$443,880
F
Pharmacy Manager
47
Breast Cancer
Trauma Income Protection
$562,754 $826 pw
F
Home Executive
48
Bowel Cancer
Trauma
$109,272
M
Manager Bus. Development
37
Heart
Income Protection
$1093 pw
M
Telecommunications
38
Pancreatic Cancer
Trauma
$874,285
F
Administration
56
Cancer
Trauma
$160,244
M
V8 super Car driver
34
Stomach Cancer
Trauma
$124,897
M
Picture Framer
56
Cancer
Life (Death claim)
$31,889
M
Computer Consultant
54
Suicide
Life (Death claim)
$1,001,842
F
Administration Manager
54
Breast cancer
Life (Death claim)
$55,926
F
Doctor (GP)
54
Breast cancer
Trauma Income Protection Business Expenses
$100,000 $1,875 pm $7,933 pm
M
Investment Manager
47
Brain Tumor
Trauma
$155,100
F
Administration
51
Liver Cancer
Terminal Illness Trauma
$90,250 $109,272
Average Claims Age 48
HELPING OUT
At Pearce Financial Services we are committed to supporting various Charities in the community. We prefer to give a smaller amount to a number of Charities rather than support one or two. We are also very proud to support Alexis Pritchard, an elite athlete in women’s boxing.
COMMUNITY
At Pearce Financial Services we are committed to supporting various Charities in the community. We prefer to give a smaller amount to a number of Charities rather than support one or two. We are also very proud to support Alexis Pritchard, an elite athlete in women’s boxing.
Brett and team at Pearce Financial Services have proudly supported Alexis Pritchard on her boxing journey since the beginning – nine years ago. Alexis, a seven-time women’s boxing national champion with nine years of experience in the ring, is an elite athlete. Her style as a fighter, reigns supreme, she is quick on her feet, with long arms giving an impressive range for a deadly right hook. Alexis is not your typical boxer, she is an articulate young woman who has two university degrees and works as a physiotherapist at Rangitoto College. In 2012, for the first time in the 116-year history of the modern Olympic Games, women’s boxing was included in the London programme. Alexis went to the Olympics and fought well in her lightweight division (56-60kg), winning her first fight to move within another win of the medal round. She didn’t get there, but showed enough potential to be rated a medal chance in Rio in 2016. Women’s boxing has grown hugely in New Zealand since Pritchard’s first fight in 2003, with about 60 females in the amateur ranks. This growth has been matched by funding from High Performance Sport New Zealand. Women’s boxing is destined to keep moving upwards too, with the three Olympic divisions already added to the 2014 Commonwealth Games in Glasgow For Alexis, the inclusion of women’s fighting on the Commonwealth Games programme is a huge step for the sport. “I feel really honoured and proud to be part of the first group of women making history,” she said. “Women have fought hard in the ring for many years and it is recognition of this. It’s an absolute positive for boxing in New Zealand and around the world.” Alexis adds that the calibre of boxers at Glasgow will be high but a podium finish is in her sights. “For me, Glasgow is about building on my experience in London. I learned a lot in that elite environment and now I want to keep moving forward and finish with a medal in Glasgow.” As a role model for other sportspeople and younger athletes, Alexis is also a Drug-Free Sport New Zealand Ambassador whose motto is … fight clean… live clean. Pearce Financial Services continues to support Alexis in her quest and wishes her the best in her very real endeavours for podium finish – fight hard Lexi!
Physical and Postal Address
Pearce Financial Services Ltd
Level 2, 29 Great South Road
Newmarket
PO Box 74-517
Greenlane 1546
Office
Ph:09-529 1912
Email:info@bpfs.co.nz
Brett Pearce
Mobile: 021-954 170
Office: 09-529 1912
Email: bpearce@bpfs.co.nz
Request A Quote Today
Physical and Postal Address
Pearce Financial Services Ltd
Level 2, 29 Great South Road
Newmarket
PO Box 74-517
Greenlane 1546
Office
Ph:09-529 1912
Email:info@bpfs.co.nz
Brett Pearce
Mobile: 021-954 170
Office: 09-529 1912
Email: bpearce@bpfs.co.nz