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We make insurance easy.
So you can carry on living. Your Wealth.
Protect. Nurture. Grow.
Insurance Adviser Palmerston North.




MONEYTREE PROVIDES COMPREHENSIVE INSURANCE PLANNING AND ADVICE TO SUIT EVERY
CLIENT’S UNIQUE NEEDS.

MoneyTree provides comprehensive insurance planning 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.


Click here to book an appointment


CONNECT WITH US ON OTHER PLATFORMS.

Facebook | LinkedIn




Proud member of 


 

 



HOW WE CAN HELP

 * Personal Insurances
 * Life insurance
 * Fixed premium insurance – life insurance that doesn’t go up!
 * Income insurance
 * Business insurance
 * ACC audits
 * Health Insurances
 * Home loans
 * Fire and General insurance



Read more >>


View our 10 simple rules for managing debt >>

LATEST ARTICLE

Uncategorized
September 2, 2021


PAY WHAT YOU WANT

Feeling stressed or worried about your financial situation right now? You are
not alone. In fact, a lot of other Kiwis are with you on that. The Commission
For Financial…
Regan
Love0

View all articles >>

> “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

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First meeting is always free of charge. It’s time to contact us.

CONTACT US TODAY

info@moneytree.co.nz
0212447074



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

Click here to book an appointment

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 * Home
 * About MoneyTree
 * Meet the Team
   * Meet Regan
   * Meet Ruben
   * Meet Bryan
   * Meet Niki
   * Meet Cindy
   * 請見面 Cindy
 * How We Can Help
 * Articles
 * Any Comments, Complaints, or Feedback?
 * Contact Us

FACEBOOK

147


MONEYTREE FINANCIAL SERVICES LTD

We're here to help Palmerston North get the right insurance cover. Because it
has to work when you need it. Life can be complicated. Insurance shouldn’t be.

MoneyTree Financial Services Ltd

2 months ago


It's World Ocean Day this Saturday. So Regan and Ruben took#LiveOceanDipanDip
challenge and raised $1000 Generate KiwiSaver Schemecheme for the Live Ocean
Foundation ... See MoreSee Less

Video

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MoneyTree Financial Services Ltd

7 months ago


I have always said that at least A&E is good. But the typical wait at Palmy has
blown out to 9 hours or more. But this... this sucks. If you don't already have
health insurance, consider getting some. Or ask your employer to look into a
scheme. ... See MoreSee Less

A third of patients wait more than a year for surgery

www.stuff.co.nz

More than 3000 patients are waiting for surgery at Palmerston North and
Whanganui hospitals and for many it’s been a long wait.
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MoneyTree Financial Services Ltd

9 months ago


Kiwis have lost $200 MILLION to scams this year. So what did the FMA do? Did
they demand banks improve fraud detection and prevention? Did they set out
stronger expectations for banks supporting and investigating scams? Or did the
FMA produce an advertising campaign that looks a lot like victim blaming? ...
See MoreSee Less

Tom Sainsbury 'Boomer Dad' campaign hits wrong note

www.stuff.co.nz

The Financial Markets Authority (FMA) has been accused of mocking fraud victims
in its Fraud Awareness Week partnership with comedian Tom Sainsbury.
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MoneyTree Financial Services Ltd

9 months ago


It's one of the most common blood cancers. The drug is the default treatment in
49 other countries. Including Australia. Sure, Pharmac. Tell us more about what
exactly needs more "assessment". ... See MoreSee Less

Kiwi dad's $300k bill for cancer treatment: 'Desperate' need for funding

www.nzherald.co.nz

Myeloma treatment daratumumab, offered in 49 countries, still isn't funded in
New Zealand.
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MoneyTree Financial Services Ltd

11 months ago


Really sad. House policy had a 48 hour stand-down for extreme weather, wildfire
and slips. Most, if not all insurers have this kind of clause now. But most,
including tower have some important exceptions for this clause. ... See MoreSee
Less

Family still homeless eight months after slip almost killed them

www.stuff.co.nz

A family of seven lost everything but the pyjamas they crawled out in when a
horror landslide crushed their home. Their insurance and government support
claims were declined.
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