Your future, covered.
Canopy Group boast a team of financial advisers in Auckland and Tauranga whom provide expert Insurance, Mortgage and KiwiSaver advice and support, tailored to your individual needs.
Why choose us?
You don’t make big financial decisions every day - but how well you make them impacts you and your loved ones long into the future.
What Our Financial Advisors offer is peace of mind. Peace of mind that you have made the best decision for your situation. And that you have ongoing support if this situation changes.
Because, life.
OBLIGATION-FREE
ADVICE
ONGOING PERSONAL SERVICE
OVER 20 YEARS IN BUSINESS
OVER $30 MILLION IN SUCCESSFUL CLAIMS
Why choose us?
You don’t make big financial decisions every day - but how well you make them impacts you and your loved ones long into the future.
What we offer is peace of mind. Peace of mind that you have made the best decision for your situation. And that you have ongoing support if this situation changes.
Because, life.
OBLIGATION-FREE
ADVICE
ONGOING PERSONAL SERVICE
OVER 20 YEARS IN BUSINESS
OVER $30 MILLION IN SUCCESSFUL CLAIMS
Crappy things happen. And they happen to good people.
We work on your behalf to make sure the people and businesses in your life have financial protection if these things happen to you.
Insurance is not a one size fits all, off the shelf sort of product. That’s why we carefully tailor it to your situation and we’re there for support when that situation changes.
Because life changes all the time. That’s what makes it so interesting, right?
With an investment this size, why wouldn’t you shop around? Even better, why wouldn’t you get an expert to go in to bat for you?
We specialise in tailored, relationship-based solutions for those wanting the very best level of service.
First home buyer? Self-employed borrower? Investor? Refinancing? We work tirelessly work to negotiate the best outcome possible for you.
Put that money to work!
We can give you general advice about how KiwiSaver works - and how it could best work for you.
We also have relationships with top KiwiSaver providers and can help you move to a high performing fund.
Your retirement (or first home) depends on it!
How our team works for you
We are financial advisers in Auckland and Tauranga who work on your behalf to get the best Insurance, Mortgage and KiwiSaver solution for you.
We take the time to really understand your unique situation, then find the best solution for you on the market.
This means that our Financial Advisors thoroughly research the products available, devour the fine print and negotiate with the companies offering them.
Once we’ve chosen the best product together and got you covered, we don’t stop there. We’re on hand to provide support, review your products and help you claim if you need.
Get in touch for a confidential, no-obligation consultation with one of our financial advisers.
We'll have you covered in just 4 simple steps
We meet with you in person or on the phone.
This helps us gain a thorough understanding of your circumstances.We provide you with a customised recommendation.
Covering New Zealand's leading insurance or mortgage finance providers.Choose your plan.
If you decide to go ahead with the plan, we'll help you with the fine print and completing the application.We don't stop there.
We provide ongoing personal support and if the time comes when you need to claim, we will help you with that process.
We work with New Zealand's leading providers, including...
