Affinity + Co Insurance & KiwiSaver

Independent insurance advisers and KiwiSaver guidance for households, businesses and farms across South Canterbury and Otago.

About

Affinity + Co is an independent insurance advisory based in Holgate House on Royal Arcade in central Timaru, with a second office in Oamaru. Founder and director Corey Baxter has worked in the insurance sector since 1998, and the team also includes adviser Lydia Caldwell, office manager Amy Tonkin and adviser support Robin Smart. Because the advisers are independent, they compare cover across a panel of insurers rather than placing everything with one company, and they handle claims on a client's behalf from lodgement through to settlement. They work with individuals and families, business owners and farming clients throughout Canterbury and Otago, and take clients nationwide.

Services & Highlights

Life, trauma, income protection and total and permanent disablement cover
Health insurance and mortgage protection
Business cover including key person, shareholder protection, debt protection and business expenses
Group health, trauma, disability and income cover for employees
Rural cover including farmers income cover and debt protection
KiwiSaver guidance on fund type and provider
Claims managed on the client's behalf from start to finish
Introductions to mortgage and investment partners

Practical Details

Advisers are engaged by Wealthpoint Limited, FSP 678011, which holds a financial advice provider licence
Adviser disclosure statements are published on the Affinity + Co website
Insurer panel includes AIA, Asteron Life, nib, Southern Cross, Accuro, Partners Life and AgMatch
Offices in Timaru and Oamaru, serving Canterbury and Otago and taking clients nationwide
Appointments can be booked online with Corey Baxter or Lydia Caldwell
Supports the Aoraki Foundation and its Financial Literacy Fund, South Canterbury Softball and JAB Old Boys Rugby

Location & Contact

Address: Holgate House, 10 Royal Arcade, Timaru 7910
Phone: 03 683 1840
Email: admin@affinityco.co.nz
Website: affinityco.co.nz
Socials: Facebook, LinkedIn
Service Area: Timaru, Temuka, Geraldine, Waimate, the Mackenzie district, Ashburton, Oamaru, Christchurch and Dunedin