PREPARE FOR THE
After over 25 years in the financial services industry it has been my experience not all businesses are prepared for the unexpected. It is our intention to help New Zealand business owners understand and assess their options for securing the financial future of their business, and the protection of their lifestyle. Managing risks is something all business owners face, but only the wise plan for.
With a little forward thinking and forward planning we can help you assess your financial risk and to put a structure in place that could mean the difference in your business surviving the consequences of illness, injury or death of a shareholder or key person.
We are committed to the financial well-being of our clients throughout New Zealand, from Kaitaia to Invercargill. We welcome the opportunity to provide specialist risk management advice to all business owners.
Alistair Holt Ltd was established in 2004 and has clients throughout New Zealand.
The principal and director, Alistair Holt, has been an insurance adviser since 1992. Alistair provides personalised financial advice on both personal and business insurance.
Alistair keeps his qualifications and industry knowledge up-to-date by attending professional development programmes, seminars and conferences.
Alistair Holt specialises in corporate and small business insurance. He is able to assess and ensure that the loss of key personnel, including shareholder and/or partner, does not impact too heavily on the afflicted party or the financial position of the company.
As well as business insurance, Alistair is able to offer a full analysis of individual personal financial requirements.
Alistair follows an internationally recognised six-step financial advice process to asses a client's situation. In doing so he provides them with an appropriate financial plan and insurance portfolio that is fit for purpose and designed to best meet their goals and objectives.