We love being in the business of helping people have peace of mind and confidence when they look ahead. Trust and transparency are at the heart of our work. We’re always looking for ways to lead and keep upping our game.
We developed the Imak client portal to make it easier for you to manage your details with us and add further resilience to our service.
The Imak client portal gives you control wherever you are, rain or shine.
Using our new portal, you’ll be able to log in to keep your details up to date. It will also help ensure your cover is reviewed at least every 12 months and suits your situation even when things change.
When your next review comes up, we’ll email you explaining how to get set up on the portal. Once you’ve created your login, you can arrange a catch-up with your adviser, check your details and update any contact info.
You’ll find the portal easy to use and intuitive. If you need any help with it, please call us on 09 307 9300.
Our client portal is just one strand of a robust system of practices that ensure you’re well looked after. We’ve made a point of staying at the leading edge of our industry’s standards, along with embedding excellent standards in our everyday.
We’re serious about our obligation to help keep your personal insurance portfolio current and appropriate to your situation. That’s why it’s important to us to stay in touch and meet for reviews.
Most reviews only take about 45 minutes, and that’s enough to ensure that you and your family have the right covers in place for the right reasons. You can read more about our review process here.
Our Financial Advisers will show you exactly what you have, how much you are paying, and answer any questions about what the covers are, the benefits, limitations etc, as often clients forget.
We moved quickly when Covid-19 first arrived to ensure you could connect with us remotely. Our team didn’t hesitate to ensure they were fully vaccinated to look after our community. And we’re staying vigilant too. If you’d like your adviser to wear a mask, just let us know.
We’re always happy to meet you where it’s most convenient for you – online, in our offices or at your place.
You can find out more about how we work with you on our website. Our Knowledge Centre has useful insights from our experts. You’ll find our standard disclosure here. Our Privacy Statement is here.
As you know, we like to be straight up and clear, even when the legislation is complex. If you have any questions or would like to find out more, then please call
The extra things that our team chooses to do outside normal business mean a lot to us. It includes things like beach clean ups and contributing to causes that make a difference. We’re not showy about this, but we love doing it because we trust it’s the right thing.