Are you over-insured?
Find out here

Are you getting the best insurance advice?

Let’s sort it out over a coffee, anywhere.

An oversight in paperwork? A misunderstanding about what you’re covered for? A gaping loophole in your policies? Costs can be higher than you imagine on the other side of tragedy. At Rees-Thomas Financial, we tailor your insurance planning to your journey and your circumstances, ensuring it is well-priced, market-leading and well-equipped to care of you, your family, or your business. It’s your future.

Can we help you?

No insurance?

We believe wholeheartedly in the value of great insurance. Let us do an assessment and make some recommendations absolutely free of charge.

Got insurance?

We can provide you with a full assessment in order to dig out bad advice, help you understand your situation better and make your policies go further.

Businesses?

We’ll tailor a perfect insurance plan to fit your unique business needs, including key person, group plans and cover for share purchase agreements.

Corporates?

Employee benefits are a sure way to make your company an even better place to work. Get a Staff Insurance plan that makes sense for your whole business.

Services

How we're different

RTF is not a run-of-the-mill insurance advice firm. We’re different in ways that will make your experience clearer and easier. We love what we do and it’s not just about improving it for you the client – we want to improve the entire industry.

Say goodbye to paper

We fully embrace technology here at RTF and are 100% paperless. No more printing out massive reports or handwritten application forms. Our entire office consists of a few small devices and easy to use digital documentation. Have you ever signed on the digital dotted line? You’ll love it.

Meeting your way

In your favourite cafe? Over the phone? Across the road from your work? Via video call? At your office? You make the call. The coffee's on us, wherever, whenever, however.

We have got your back

It’s not just about set-up – we’ll be with you all the way. When you make an insurance claim, or if you just have a quick question about the process, you will have our direct line and we will be ready to assist you through the process. Once we've got your back, we always will.

What our clients say

“Samuel has been amazing when it comes to my insurance needs. He’s gone over and above what I’d expect and I can now rest easy knowing that I have a comprehensible plan that Samuel has set for me . . .”

— Jay Maaka, Accountant

“Sam has been my financial advisor for several years now. Sam is highly professional and takes a genuine interest in me as an individual (I’m not just another client on the list). Sam takes the time to work alongside me on what the best options for my particular circumstances are to then come up with an individualised solution. I have no hesitation in recommending Sam as a solid financial advisor who has bucket loads of integrity and is genuinely working for his client to get the best solution. If you asked for me for three words to describe Sam they would be honest, trustworthy and caring”

— Phil Wysocki, Manager

More Testimonials

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Are you over-insured? Find out here

Are you getting the best insurance advice? Let’s sort it out over a coffee, anywhere.