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ABOUT US |
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Summary | Structure | our commitment | The 6-step advice process
Summary Meridian Brokers Limited was established on June 3 1999 by its principal John Ashby. In 2007 the Fire and General insurance division was established under the newly formed Meridian General Brokers Ltd.
The MBL Group now consists of two companies: Meridian Brokers Ltd which deals with Life, Trauma, Health, Income Protection Insurances etc and Investments; and Meridian General Brokers Ltd which deals in Fire and General Insurance.
Structure of Meridian Brokers Ltd Director of Meridian Brokers Ltd: John Ashby Shareholders of Meridian Brokers Ltd: John & Anne Ashby
Structure of Meridian General Brokers Ltd Directors of Meridian General Brokers Ltd: John Ashby & Bernie Kane Shareholders of Meridian General Brokers Ltd: Meridian Brokers Ltd - 50% and Bernie Kane - 50%(General Manager)
Our Commitment The Directors of both Meridian Brokers Ltd and Meridian General Brokers Ltd, report to an advisory group on a quarterly basis.
The MBL Group provides unbiased financial and insurance advice. The company’s specialist expertise is in the areas of Risk Management and Superannuation for both personal and corporate clients.
Our objective is to provide as much service for all financial matters as possible. To this end, we are pleased to refer you to people within our company who are experts in their field.
Where we identify a need for advice outside of our expertise such as: asset planning, wills, trusts and tax advice etc. We have the capacity to call on the relevant specialists such as, accountants, lawyers and other professionals who have a proven track record of looking after our clients at the highest level.
The 6-Step Advice Process The MBL Group uses a tried and proven 6-Step Advice Process to provide advice on achieving financial security. Our process consists of a structured analysis of the client’s current situation and an in-depth discussion of their future aspirations. In this way we can ascertain the potential risks and develop a protection programme appropriate to their needs. |
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The MBL Group is located at Level 3, Civic Assurance House, 118 Lambton Quay, Wellington |
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“Always do your best. What you plan now, you will harvest later.” O.G. Mandino |
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The 6-Step Advice Process |
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Copyright © 2009 Meridian Brokers Ltd
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