1. AMP Services (NZ) Limited.
A disclosure statement is available from your Adviser on request and free of charge.
AMP360 Advisers
Experience the benefits of expert financial advice
Get the advantage of expert financial advice.
Talk to an AMP360 Adviser today.
If you would like an obligation free chat about how we can help you, please get in touch.
W amp360.co.nz
P 0800 AMP360
E amp360@amp.co.nz
WEL44201005/15
What AMP360 Advisers
can do for you.
When it comes to something as
important as our finances and
financial future, there are no
one-size-fits all solutions.
AMP360 Advisers can offer you
personalised, no obligation advice.
We take the time to understand
your situation and ensure you
get help with the things that are
important to you.
2. What’s different about
the 360 experience?
AMP360 Advisers understand
the importance of getting expert
financial advice that is tailored to
your current and future needs.
That’s why our scope of service
is highly individualised, as it is
intended to reflect your personal
circumstances.
We’ll work with you to organise a
meeting at a time and place that
suits you, whether it’s over the
phone, at your office, or in your
own home.
Our advisory process is easy,
convenient and personal.
Insurance
With so many different policies available,
choosing the right insurance can be a
daunting process. We can help by finding the
most suitable options for you:
General Insurance
Includes home, contents, vehicle, boat, travel
and any available multi-policy discounts.
Health Insurance
Gives you fast access to private treatment
when you need it, covering medical expenses
for accidents or illness.
Life Insurance
In the event of a death, a lump sum payment
can be paid to help families cope financially.
Income Protection
An important safety net that can provide
you with the means to meet your financial
commitments if you were suddenly unable to
work due to illness or injury.
Trauma Cover
Provides valuable peace of mind knowing
that if you should ever suffer from a heart
attack, stroke, cancer or any other eligible
serious illness, you can maintain your
standard of living while you recover.
Disability Cover
If an accident or unexpected illness left you
permanently unable to work, Disability Cover
gives you financial protection at a time when
you need it most.
Home loans
With direct access to major banks and their
home loan deals, we can handpick the best
deal available to you. Even better, at no cost,
we’ll do the running around and organise all
the paperwork for you.
Investments
Whether it’s investing for retirement, or
saving for something special, we have access
to a range of carefully selected quality
investment products as well as providing
professional advice about which investments
will best suit your needs.
KiwiSaver
KiwiSaver allows you to save on a regular
basis and helps you better prepare for your
retirement in a way that a regular savings
account can’t.
Home Loans - Insurances - Savings - Investments
The basis of most sound financial decision-making typically involves a selection of the following:
Get the advantage of
expert financial advice.
Talk to an AMP360 Adviser
today on 0800 AMP360 or
email amp360@amp.co.nz
Here’s an idea of how we work:
1. Your first meeting
Your Adviser will start by asking you
about your personal financial situation.
It’s really important we get to know you,
so that we understand your specific
financial needs and aspirations.
We’ll also talk about exactly what your
requirements are; be it reviewing your
existing insurance, adding protection for
you, your family and your valued assets.
If we’re meeting to discuss home loans,
we’ll talk about what you’re looking to
buy or refinance, and then review your
income, expenses, assets and debts to
ascertain how much you can borrow.
If we’re meeting to talk about
Investments and how to make your hard-
earned money work for you, we’ll start by
reviewing your current and future needs
so that we can move towards creating a
tailor-made investment plan.
2. Advice and options
Your AMP360 Adviser will develop
recommendations and quotes that
cover your needs. Once complete, they’ll
present this to you. For insurances and
mortgages, we can work with you to
meet your deadlines.
3. Next steps
You’ll have time to consider all the
recommendations and options available
to you, with no pressure. If you’re ready to
proceed, your AMP360 Adviser will make
the process simple and hassle-free.
4. Ongoing support
We believe the job doesn’t finish once
you have what you need. That’s why your
AMP360 Adviser is always here to help,
and you can call them at any time during
the process. We’ll develop a relationship
with you on your terms to make sure the
advice we give you remains up to date,
and we’ll be there for any help you need
along the way – including claims.