RMA Financial - INSURANCE, INVESTMENT, HOME LOANS | WARKWORTH
About the Business
Welcome to RMA Financial - your go-to institution for all your insurance, investment, and home loan needs in Warkworth, New Zealand. As market leaders in providing quality financial advice nationwide, we are dedicated to protecting you, your family, and your assets.
At RMA Financial, we offer a wide range of insurance products tailored to meet your specific needs. Whether it's protecting your commercial property, business assets, or ensuring liability coverage, we've got you covered. We also provide key person and shareholder protection, ensuring that your business stays on track even when things go wrong.
In addition to insurance, we specialize in offering tailored investment solutions. With options such as fixed interest investments, retirement planning, KiwiSaver, and regular savings plans, we can help you grow your wealth and secure your financial future.
What sets us apart is our commitment to personalization. Our team of RMA Advisors will take the time to understand your individual needs and preferences, conducting thorough research to present you with the best possible options. We believe that planning for your financial future is a long-term endeavor, and we are dedicated to guiding and supporting you every step of the way.
Working nationally with leading insurers, we offer comprehensive policies that cover your home, personal possessions, business, career, life, wealth, and health. Whatever your needs may be, there is an RMA total solution designed specifically for you, your family, and your business.
Our process begins with an initial meeting, where we take the time to fully understand your situation and outline the steps involved in the process. From there, we get to work, putting together a recommended solution tailored to your needs. Once we agree on a solution, we take care of its implementation for you. As your circumstances are unique and may change over time, we also offer regular reviews to ensure that your financial plan remains aligned with your goals.
In addition to our core services, we also offer EQCover, which is natural disaster insurance for residential homes and certain areas of residential land. This coverage is essential in safeguarding your property against unforeseen events.
During challenging times, such as the recent Covid-19 pandemic and the falling share market, we remained dedicated to serving our clients. Our team was available to address concerns and provide guidance, ensuring that our clients felt supported and informed.
Choose RMA Financial for all your insurance, investment, and home loan needs. With our expertise, personalized approach, and commitment to your financial well-being, we are here to help you secure a brighter future. Visit us at our Warkworth location on Kapanui Street, and let us be your trusted partner in financial success.
Location & Phone number
4 Kapanui Street, Warkworth, Auckland 0910, New Zealand
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"It has been a pleasure working with RMA. Wikus helped us to get life insurance to suit our needs and budget. His expert advice and knowledge helped us to get through to process. We recommend Wikus Erasmus and RMA to anybody who wants peace of mind."
"Dave Managh is fantastic to work with! He had all the relevant information on hand for us to be able to make an informed decision in an area that we are not familiar with. Dave found the right insurance to fit our needs and we are very happy with the outcome. We would recommend Dave at RMA to any one looking for an excellent insurance broker."
"Our experience in using Dave Managh from RMA as our Insurance Advisor was efficiently smooth, uncomplicated and financially rewarding. Dave helped us through the process of finding a new Life Insurance provider and investigated other areas of insurance for us. Thanks to him we have bettered our insurance and saved money on our portfolios! We highly recommend Dave’s services to anyone who wants a frank, honest and sincere appraisal."
"Insurances is just one of those things you know you should review but we really didn't know where to start or how to tell if we were getting right product. We were really pleased with the service and comprehensive advice Dave gave us. We were spending far too much on some insurances that weren't really the best for us but now feel confident our family is provided for and we are covered for our needs. We would definitely recommend Dave, if fact we have done so on many occassions!"
"We were very happy with the experience we had with RMA. Dave Managh re-engineered our personal Insurance and was able to save us a substantial amount of money for the same cover, It was a good result considering we are in our 60s. We'd be very willing to recommend Dave as an excellent agent."
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