Get Free Advice | Cox Ferguson Financial Services

What can we help you with?

Pick all that apply.

Life CoverA lump sum for your family Trauma / Critical IllnessCover for serious diagnosis Income ProtectionReplace your income if you can't work Mortgage CoverKeep the mortgage paid Medical / HealthFaster private treatment Business CoverProtect your business KiwiSaverCheck or set up your fund Not sure yetI'd just like a chat

Please pick at least one so we know where to start.

What's most important to you to protect?

Select all that apply.

Financial security for my loved onesKids, partner, anyone who depends on me My incomeIf illness or injury stops me working Keeping up debt repaymentsMortgage, loans and other commitments Funeral & final expensesSo my family isn't left with the bill Health & medical costsAccess to private medical care

Please choose at least one.

Any pre-existing health conditions we should consider?

Insurers can look into your health history, so answering accurately really matters. If none apply, choose "None of these".

Health conditionse.g. high blood pressure, diabetes Critical illnesse.g. heart attack, stroke, cancer Broken bones or muscle injuriesPast or ongoing Past surgeriesAny operations None of theseNo conditions to note

Please choose at least one (or "None of these").

Anything else worth mentioning? (optional)

A few details for an accurate quote

Insurers use age and BMI as general health indicators. This helps us find you the best terms.

Date of birth

Please enter your date of birth.

Height

Please enter your height.

Weight

Please enter your weight.

Let's talk affordability

What feels right for you? (optional)

I'm comfortable investing 1–2 hours of my weekly wageTo protect me and my loved ones I already have cover and want to check I'm not overpayingKeen to look at better-value options I just want the best value for the cover I needRight cover, right price

Tell us about your KiwiSaver

This helps us see whether your fund is working as hard as it could be.

Are you currently in KiwiSaver?

Please choose one.

What type of fund are you in now?

Who's your current provider? (optional)

What are you saving towards?

Select all that apply.

Buying my first homeUsing KiwiSaver towards a deposit A comfortable retirementGrowing my balance for the long term Not sure yetI'd like guidance on what's right

Please choose at least one.

Roughly, your current balance? (optional)

How do we reach you?

First name

We need your first name.

Last name

We need your last name.

Email

Please enter a valid email address.

Phone

We need a number to call you on.

Where in NZ are you based?

Please select your region.

Best time to contact you?

By submitting, you agree to our Privacy Policy. Your details go straight to James and Ryan, never to a call centre and never sold. Our advice to you is free; we're paid by the providers only if you take up a recommendation.

Your quick eligibility check.