‘It Happens’ Insurance & Investment Advisors

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SHERYL GLASS - Life Member MDRT (Million Dollar Round Table)
DIRECTOR & FOUNDER - ‘It Happens’ Insurance & Investment
Advisors

‘It Happens’ has been established for some 15 years and not only offers a wide range of insurance services, but also specialises in the insurance requirements of first time business owners and immigrants to New Zealand.

The name ‘It Happens’ was born from a long-standing belief that unfortunate events happen to good people; - events which can have a devastating effect on famalies and finances. People are so
busy building their assetsd and lifestyle they often forget the very important issue of protecting themselves. Unfortunately “it” happens more often than we realise.

We help people plan their financial security, be it asset protection or retirement saving. We do this through the combined experience and expertise of our financial advisers who are supported by our client services team.

Our client philosophy is to build ongoing relationships where you receive the best possible financial advice and friendly personal service. The work we do must be relevant, practical, and acceptable to you throughout the relationship.

PRODUCTS & SERVICES

Personal, Company and Small Business Risk -

√ Life Insurance
√ Income Protection
√ Living Assurance
√ Medical and Health Insurance
√ Fire and General Insurance
√ Personal, Business and Corporate Travel Insurance

To Protect Your Future

√ Retirement Savings
√ Individual and Group Superannuation
√ Lump Sum Investments

Specialised Services

√ Mortgage Finance
√ Cash Management Funds
√ Education Funding

Visit our website: www.ithappens.co.nz