People, not product.
Seneca has been in business since 1996 and many of our team have been working in the financial advice and broking profession for 40 years or more. That’s a lot of experience to benefit you and a lot of time that's been spent refining and adding to the knowledge and expertise to best meet your needs.
We provide advice, recommendations & solutions for all personal and business insurances, home loans, Kiwisaver and investments and you may be starting out or already have some of these things. So if you are looking for help and value expertise and the personal touch then our team has the experience and approach to suit you.
We work with New Zealanders who want advice that is focused on their needs and circumstances. Our clients know and appreciate that with a relationship like we offer that getting an expert involved will ensure the right questions are asked, the appropriate options are explored and that their final decision will be well informed and we pride ourselves in helping make things simple when they may be or appear complex to you.
Because that’s us in a nutshell - expertise, years of relevant experience, quality advice and personal one-on-one relationships.
We're commited to the development of our people to better serve you, our clients.
Meeting the regulatory requirements is just a start. It sits alongside ongoing professional development, quality advice and our membership of & alignment with the key professional associations and organisations we belong to.