Honesty
If your current setup works, there is no reason to change it just to create a new contract.
About Me
Advice shaped by decades in banking, insurance and investment.
Mike Bennett spent seven years in banking in New Zealand and London before entering the life insurance industry in 1985.
Mike BennettSenior Adviser, Acorn Insurance & Investment
Clear and pressure-freeThe decision is always yours.
My story
From banking to insurance and investment advice
In 2001 he founded Acorn Insurance & Investment Ltd with a focus on helping New Zealanders meet their insurance and investment needs with suitable products and practical service.
Acorn uses industry research tools and works with many of New Zealand’s major insurance companies, allowing recommendations to be based on client needs rather than a single provider.
Mike’s authorised scope includes life, permanent disability, trauma, income protection and health insurance, as well as managed-fund investments and KiwiSaver.
Values
How I want the relationship to feel
Clarity
I explain terms and risks in plain language so that you know what you are signing and why.
Fairness
You will have space to compare the options and ask about anything that is unclear.
Long-term partnership
We revisit the plan whenever your situation or priorities change.
Clarity and peace of mind
By the end, you should know what you have, why you have it and what will need to be addressed next.
Before you get in touch
What is useful to know before the first consultation
The first conversation is mainly about clarifying your situation and the next steps.
What is outside Mike’s advice scope?
Mike does not provide advice on shares or share-trading schemes, cryptocurrencies, mortgages or lending, legal matters, or general insurance such as car, house and contents.
Do I need to know in advance which service I need?
No. Just describe what you are currently dealing with or what is unclear to you about your finances. We will identify the specific topics together during the conversation.
Where is Mike based?
Mike’s office is at Level 1, 355 Colombo Street, Sydenham, Christchurch 8023.
What documents should I prepare?
You do not need to prepare complete documentation for the first conversation. If we need to review anything in more detail, we will agree in advance which contracts or information will be useful.
Contact Mike
Do you have a question that is not answered on the website?
Write it in your own words. You do not need to know the technical name of the service.