Disclosure Document - Matt Horne

About our services

We provide advice to our clients on general insurance products, we help our clients protect their assets to minimise the financial impact to their lives and businesses when things go wrong. 

We advise on both domestic and commercial products, across various industries as well as basic risk management practices within your business operations.

Your adviser

With 8+ years working in the general insurance market, Matt has a NZIM Diploma of Business Management. He specialises in general insurance. He has experience across a broad range of products and can advise you on the complexities of insurance cover across a wide variety of industries.

Recommendations based on your circumstances and needs

We will complete a needs analysis with you to understand your personal and/or business circumstances and make recommendations to provide you adequate cover. Each year we will discuss changes and reassess your insurance cover. We will guide through the below advice process.

 

Financial Adviser  

FSP Number  

Mobile  

Email  

Address  

Matthew David Horne

FSP666471

027 558 9786

matt@jri.co.nz

PO Box 4234

New Plymouth 4340

177 Courtenay Street

New Plymouth 4310

Wide range of insurance products and providers

We are not restricted to using any particular insurer, this allows us to compare quotes to provide you the terms best suited to your needs.

We will generally recommend insurance products from insurers we or our broker group, Steadfast, have arrangements with, as the negotiated terms are generally better. We will disclose these arrangements to you when making recommendations.

What we don’t advise on

I do not provide advice on medical or life insurance, or any other Financial Advice. I can refer you to JRI Life Ltd when you require advice on these products.

Limitations and risks

Insurance cover recommendations will be based on the information you provide and there will be a risk of lack of cover should the information you provide not be accurate.

While our recommendations will be made for your requirements, insurance products can have a number of exclusions that you should be aware of and you must read the policies carefully.

 

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