Cave Financial Services

The Process

Working with you to secure your future

The key to any successful partnership is trust and transparency.

To help us find your potential areas of risk, you need to tell us about yourself or your business - current commitments, objectives, and goals. We'll also consult with your lawyer, accountant and banker.

We then prepare a plan to reduce risk and help you achieve your ambitions. For businesses we also look at ways to maximise profitability and increase growth.

You'll be able to choose from the best products and services, and once your plan is put in place, we'll keep tabs on everything to make sure you stay on track. We'll meet with you regularly so you always know what's going on.

For unbiased advice from professionals who care, contact Quantum Broker Group today: service@cavefinancial.co.nz 09 985 3033

Need some help?

Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.


"Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended. "
Johnny Robinson

Considering Retirement Village Living?

Mon Dec. 2nd 2019

You might have been considering, or already feel ready to leave the family home for something smaller and more manageable, and a retirement village could be exactly what you want. ...

Are you one of the 'sandwich generation'?

Fri Nov. 22nd 2019

Once upon a time, baby boomers were the privileged generation, growing up in the welfare state. But as we live longer and the economy gets tougher, have you found yourself ...

The benefits of Estate Planning

Fri Nov. 22nd 2019

As the old saying goes "you can't take it with you''. Having a plan in place before you die (or lose your marbles) for what happens to you and your ...