Alveo’s vision
To be a leading icon in the financial services industry by being a world class Advisory Services Provider in Auckland. To focus on providing financial solutions to our expanding client base with passion and integrity.
To be a leading icon in the financial services industry by being a world class Advisory Services Provider in Auckland. To focus on providing financial solutions to our expanding client base with passion and integrity.
To be the leading independent financial services provider within our geographic reach.
To deliver professional and efficient service with a spirit of excellence, creating financial security and wealth for our niche market.
To be at the forefront of the financial industry, remaining current and relevant within the changing environment.
To be compliant with the legal requirements in the financial industry.
We strive to improve our client’s financial profile through careful financial analysis, portfolio planning and risk management.
To uplift the potential of all our employees through education and on the job experience.
To promote ethical behaviour within the industry.
To believe in operating with honesty and integrity at all times.
We believe in keeping the client’s best interest at heart.
We are independent, transparent and competent.
The Alveo Limited was established in 2014 by its current key individual, Uday. Uday completed her Bachelors Degree. Together, Uday and her husband, have built up the current Alveo team and they envision the company to become the best independent, competent financial services provider within our geographic area.
Our value proposition is to offer you, our client, an experience that reflects our decades of expertise, at exceptional value, with a stable and dedicated support staff along with regular interaction and planning. Our point of departure is to offer you a stress free environment by removing the necessity to sell products at every opportunity.
Financial Planning
Clients financial affairs are documented discussed and evaluated against their own objectives. This is generally done annually and encompasses death, disability, retirement and investment scenarios for consideration..
The client’s annual review consists of a preliminary meeting scheduled for the collation and verification of information, and a final review soon thereafter at which time the financial plan is presented and amendments made. The client walks away with a complete document that encompasses all the above aspects of his or her financial life and assured competent administration.
Long Term Assurance – Life Cover and Ancillary Benefits
We use the most recognised Life Insurers in New Zealand These include Sovereign, Onepath, AIA, Fidelity, NIB and Partnerslife.
We provide life cover, Trauma, disability Income protection, Mortgage repayment cover and Health cover.
Commercial and Personal
With nearly 9 years of experience in the insurance industry, we are capable and willing to give you, the client the right advice.. We carry adequate professional indemnity insurance to cover any possible fault on our part and bear the responsibility for covering you correctly. We strive to offer competitive pricing and exceptional service.
On the commercial side, we have a sophisticated system in place which ensures that you are covered for all the major risks you may need to insure. All values are regularly reviewed and we walk you through the myriad of covers available.
Partner with us and give yourself peace of mind, allow yourself to do what you do best while we do what we do best.
Sincerely
Alveo Limited
Financial protection and peace of mind are enormous advantages of having the correct insurance. Be that as it may, you won’t have either if the capacity of your safety net provider to pay claims is in question.
But what good is speed if the products you provide are second rate?
Many factors go into picking the correct life insurance company. Because life insurance is a long-term investment, you’ll want to be sure that you’re selecting a provider who will meet your needs. You’ll also want a company with a proven history of financial stability.
Rating agencies – why would it be a good idea for me to trust in these sources?
Insurance companies are rated by independent agencies, which evaluate and provide details regarding the current financial strength and stability of the company. looking for extra security, it’s essential to accumulate research from third party, fair sources to guarantee you are confident the company you may receive coverage from is credible and trustworthy.
