Claims and Mortgages



My role is wide and varied. I have over nine years experience in the insurance industry, consequently I have a wealth of knowledge which is frequently called upon. Some of my normal working day is spent co-ordinating the Planwise support team and liaising with our team of Advisors. The remainder of my day is taken up with Mortgage work such as Top Up requests, Fixed Interest Rate expiries, re-fixes and Loan Payment Holidays etc. I oversee the management of all of our Group Business/Schemes. Of course I am always on hand to assist with any general enquiries, particularly those of a more difficult nature.

Planwise Ltd is quite unique in the fact that we have a dedicated Claims Specialist....which is me. This is an area of my job which I find very rewarding, because let's face it, this is why we all have insurance for those unforeseen circumstances, which can be made that much easier to bear when there is some sort of financial support available. There is not much I don't know about the claims process and if I don't happen to know it then I will find out. It is my job to hold your hand through the whole claims process from start to finish, so that you can concentrate on recovering.

07 547 4266 ext 210

Nikki | 

New Business Administrator


Bay of Plenty Office

Underwriting is the process by which insurance providers assess your application and determine the risk involved when insuring you or your business. On occasions this process can be fairly involved.

I liaise directly between insurance providers, your Financial Advisor and if necessary any medical professionals to ensure that your application is processed as quickly and as hassle free as possible.

If you have any queries regarding your application please contact me.

07 547 4266 ext 211.

Copyright © 2019 PlanWise Ltd,   Website powered by Datadog - Professional Website Design, Website Management System and Website Hosting.