Foresight Insurance & Financial Planning

Foresight Insurance & Financial Planning is rated 3 out of 5 in the category financial services. Read and write reviews about Foresight Insurance & Financial Planning. We are committed to exceeding your expectations. We provide you with added value services. We look after clients in Waikato, Auckland and Bay of Plenty areas. Our success in the past has come from always putting the client’s interests first. That is why 90% of our clients come from referrals, from satisfied clients. We offer a wide variety of services tailored to fit your specific needs. For further information please contact us for an obligation free assessment. We have an unique process which is: • Discuss your situation and needs • Help you to identify your risk areas • Discuss options and propose specific solutions • Prepare a Personal Risk Summary report outlining your risk portfolio • Help you choose the correct options that are right for you and your budget • Help to put the plan into action • Review your plan periodically • Help you with any claims • Free ongoing advice and support As one of New Zealand’s leading female risk advisers and an industry multi-award winner, Leelee Li is dedicated in helping her customers achieve financial security and protect their family and lifestyle. She is actively involved in the local community and has always been a strong supporter for a lot of charities and community activities. She is also a member of the Professional Advisers Association (PAA). This organisation sets professional standards of conduct for its members and also offers regular industry training and professional development.