Plan B Financial Services

Plan B is a qualified and experienced team of financial advisers based in Canterbury, New Zealand, who pride themselves on creating tailored solutions to suit the unique needs of their clients, with the goal of helping their journey through life.

Directors Travis and Ramzi saw the need to create a company with the understanding to listen and develop a tailored plan for their clients, which provides education and options to help them make informed decisions about their future, within their budget.

When helping clients choose a plan that best suits their needs, we look at providers who are strong in claims first and foremost, followed by product, service, underwriting and competitive premiums.

Plan B has strong relationships with most major insurance providers in the market, which enables us to provide diversified and comprehensive advice in order to protect the future health, income and lifestyle of you, your family and your financial interests.

Let us partner with you to take care of ‘Plan B’.