Book an Appointment Here

The Journey News FAQs Schools Regions Important Information Insurance and KiwiSaver Glossary

Personal Insurance Quiz Life Insurance Trauma Insurance Health Insurance Income Protection Total and Permanent Disability Claims

Business

Business Insurance Quiz Buy & Sell Cover Group Polices Key Person Rural Protection Claims

KiwiSaver

KiwiSaver Quiz KiwiSaver Calculator

Blog

Book an Appointment

Insurance Needs Quiz

Complete the Insurance Needs Quiz below and book in a FREE chat with us!

7 quick questions to give you a friendly snapshot across Life, Trauma, Income Protection and Health. Please note this is a tool and only an indicator, as advisers we’ll tailor a plan that suits your needs. It is not financial advice

0/7 questions answered

1) Dependants

Do you have people financially relying on your income (partner, kids, whānau)?

Yes — fully rely on me Some reliance No dependants

2) Mortgage / debts

Mortgage or debts to clear if something happened?

Significant mortgage / debts Small / manageable None

3) If income stopped…

If your income stopped due to illness/injury, how long could you keep paying bills?

Less than 1 month 1–3 months 3+ months

4) Employer support

Do you receive sick leave/long-term income support from your employer?

Very limited / none Some support Strong support

5) Serious illness lump sum

How important would a tax-free lump sum be if you were diagnosed with a serious condition?

Very important — I’d need flexibility Helpful — nice buffer Not really

6) Emergency savings

Emergency savings available for medical/recovery costs?

Little or none Some savings Strong emergency fund

7) Private treatment priority

How important is faster access to private treatment/surgery?

Very important Somewhat important Not a priority

This is an independent tool for education, this is not financial advice.

What you may need

What to do next

1) Book a chat with us below
2) We’ll go into more detail what cover you might need. Comparing options from providers to fit your needs and budget
3) Apply (if you wish) — this takes about 20 minutes to complete per person, we'll guide you through this

This is an independent tool for education, this is not financial advice.

Want help choosing the right cover?

Thanks for completing the quiz — I’d love the opportunity to help you with your plan.

Chat on WhatsApp Book a 15-min call

Prefer a quick call? +64 278 944 335