Welcome to SW Morris & Associates Ltd
We have moved to 22 Karaka St. Newton
We provide financial planning advice and well researched investment and insurance products to our clients.
Whether an individual, family or business, our vision is to help you identify and achieve your financial goals. We take the time to understand your unique financial needs and circumstances before recommending the best solution and products we have to help you reach these goals.
We can help you with:
Financial Planning
Define your lifestyle goals and work out the best way to achieve them with our financial planning service.
Insurance – Personal
Protect your life and lifestyle with our range of insurance options:
- Life insurance
- Disablement insurance
- Trauma or serious illness cover
- Income cover
- Health insurance
Insurance – Business
There are certain risks and events that you can plan for in business – eventually this planning can help make the difference between success and failure. It can mean the difference between achieving your dream and watching it slip away. Let us help you identify the risks your business could face.
- Key person insurance
- Share purchase cover and agreements
- Employee Financial Wellbeing programs
- Group life insurance
- Employee benefit packages
- Debt repayment insurance
- Business Survival Cover
Investments & Retirement Savings
Talk to us about our range of investment and retirement savings products designed to create income and grow your wealth.
Workplace Savings
Talk to us about making retirement savings easy for your employees. A workplace savings plan can greatly benefit a business, as well as helping employees save for their retirement
KiwiSaver
Whether you’re an employee or an employer, we can help you work through your KiwiSaver options and give you help and advice. We have a choice of three preferred providers and will help you with your installation and membership drives.
Lending
Whatever your lending needs, we can help. We provide service for your lending needs that includes: sorting out your loan, and dealing with all the associated insurance requirements.
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