Moneta Insurance & Investment Advisers - Matt Richens
Moneta is a small specialist operation designed to help Canterbury families and businesses find solutions to their Risk/Insurance needs.
- full insurance
- financial planning
- investment advice.
They are not aligned to any particular insurance provider, but have preferred providers for particular products.
Matt helps people provide for their families regardless of what happens. By future proofing families' financial positions, we can help provide peace of mind while helping build and protect inter-generational wealth.
He does this because he thinks New Zealanders are grossly under-prepared for the what-if moment and he loves the idea of helping people protect themselves and their family if something does go wrong.
Everyone's life is different and so - of course - their needs are different. Personal advice by a qualified professional is the minimum the public should expect rather than a one-size-fits-all approach. Matt offers bespoke packages because when it comes to the livelihood of your family, you deserve the best.
He respects and enjoys quality, friendly, easy to understand service in his life, so he strives to offer the same to you.
140 Yaldhurst Road
After hearing from a neighbor about a terrible experience with ACC I decided to contact an insurance broker regarding private insurance options. Moneta Financial Group were recommended to me by a friend who had a good experience, and so I contacted them and arranged an appointment with Matt. Matt was very helpful and friendly, and he helped me find a good combination of services to cover my health and income should disaster strike. Highly recommended, thanks Matt!
Matt has worked with David and I over a number of months. He has fitted around our ridiculous time frames and has taken the time to understand our business and what we want in life. He has then taken time to give us options, listening to us and eventually coming up with a product that we are very happy with. Thanks Matt for the care you have taken your attitude towards us getting things right for us.
Matt was great with helping me to find the best fund and way forward with my KiwiSaver, he was very informative and had plenty of information to ensure I felt like I was making the right decision.