Moneta Insurance and Investment Christchurch
About the Business
Welcome to Moneta Insurance and Investment Christchurch, located at 140 Yaldhurst Road in Christchurch, New Zealand. As an establishment specializing in finance, we are here to help you plan and protect your financial dreams, so you can truly live them.
Have you been neglecting your financial plan or worried that you may not have the right cover in place? Leave the details to us. At Moneta, we offer a personalized service tailored to your specific situation. We will help you understand what you may not know and guide you towards the best insurance and investment options for your needs.
Our experienced advisor, Steve, has been providing our clients with excellent insurance cover for many years. His expertise and ability to ask the right questions to tailor policies have been highly appreciated. If you are seeking an honest and straightforward advisor, Steve is your go-to person.
When I was purchasing my first home and needed life insurance, I turned to Steve at Moneta. I found him to be a top bloke - easy to deal with, extremely knowledgeable, and willing to offer personal advice and opinions on the best insurance options for me.
We understand that health insurance, income protection, life insurance, and medical insurance can be overwhelming topics. However, our team, led by Matt and Lisa, ensures that the entire process is seamless and user-friendly. Matt takes the time to listen to your needs and provides balanced, fair, and accurate advice based on your requirements. His consistent communication sets him apart from other advisors we have encountered in the past. Whether you are looking to re-evaluate your current levels of cover or obtain insurance for the first time, we strongly recommend Matt and his team.
At Moneta Insurance and Investment Christchurch, we are committed to helping you build and protect your financial dreams. Contact us today to get started on securing your future.
Photos
Location & Phone number
140 Yaldhurst Road, Sockburn, Christchurch, Canterbury 8042, 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
"Moneta has overseen a significant series of life changing moments over the past few years for us. Matt has always provided us with excellent advice, managed difficult conversations and worked to see results delivered which mirrored our expectations. When we first asked Matt to discuss options for future protections, none of us could have anticipated the 'what comes next'. His understanding of service providers policies, and a willingness to match client's requirements made Matt a confidante and friend as well as a knowledgeable business advocate. A highly recommended company."
"Matt has been extremely professional to deal with. Matt has been a great support and guided us through the process of having life insurance early payouts due to illness. This was very much appreciated during a stressful time. Matt has also given us advice on investment strategies but is never pushy. Matt has ensured we have a good understanding of what our money is doing for the short and long term. We would recommend Moneta without hesitation."
"Matt and the Moneta team are the way to go with your insurance needs. Matt oragnised my wife and my insurance policies and I could not have been more happy with the service we received. He answered all of our questions and removed any doubts we had. He is approachable, friendly and professional. We are very happy with the policies we have in place and the ongoing supports on offer. If you are looking at your insurance needs, Matt and the team are the way to go."
"Matt and the team at Moneta are incredible to work with. We recently set up our health, life, and mortgage insurances through them. Matt took what would usually be a difficult process and made the whole thing a breeze. He has excellent communication skills and made sure we understood the different types of insurance, what they covered, and helped us decide what we would need for our situation. The whole process was clear, easy, and painless. Thanks Matt!!! It was amazing working with you."
"Matt and the team at Moneta are the best out there. Matt is thorough but also has an incredible ability to make something that has the potential to be quite stressful simple and easy to understand. The team at Moneta are really are on your side. I would recommend them to anyone anytime for all their insurance needs. HUGE thank you to the team at Moneta for informing us and setting us up with the best cover possible. If you need help with anything health, life, or mortgage protection insurance related it does not get better than these guys."
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