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Finance Bloom Life Insurance

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Finance Bloom homepage
Author Finance Bloom. Screenshot of Finance Bloom website.
[Accessed August 22, 2023]

About Finance Bloom

Finance Bloom is where financial possibilities flourish and dreams take root!

With a team of seasoned experts and a dedication to exceptional customer service, they’ve cultivated a unique ecosystem that nurtures your financial goals and empowers you to blossom into the best version of yourself.

Expert guidance on personal finance

Finance Bloom is a leading financial services provider committed to helping you to thrive in your financial endeavours. Among many life insurance companies, they have a deep understanding of the ever-evolving financial landscape. They offer a comprehensive range of solutions designed to meet your diverse needs.

Their team of experienced professionals brings a wealth of expertise in areas such as personal finance, investment strategies, retirement planning, business funding, and life insurance. They pride themselves on staying up-to-date with the latest industry trends and regulations to provide you with accurate, reliable, and tailored financial advice.

Retirement planning for peace of mind

They believe that your financial well-being is essential for a fulfilling life. That's why they go beyond the numbers, taking the time to understand your unique circumstances, goals, and aspirations. By building a strong, long-term relationship with you, they ensure that their solutions align with your vision and help you achieve your desired outcomes.

Whether you're looking to secure a mortgage, optimise your investment portfolio, plan for retirement, looking for life insurance, or grow your business, their dedicated team is there to guide you every step of the way. They believe in transparency, open communication, and putting your best interests first.

Experience unparalleled service with dedicated relationship managers

They’re a customer-centric financial institution and strive to deliver exceptional service that exceeds your expectations. They’re committed to providing personalised support.

Finance Bloom is a company that’s driven by integrity, innovation and a genuine passion for helping you succeed. They’re there to empower you with the knowledge, resources, and strategies to navigate the complex world of finance confidently.

Demystifying finance for all: Unlocking knowledge and confidence with Finance Bloom

Educational resources for financial empowerment

Their user-friendly online platform empowers you to conveniently access your accounts, track your investments, and stay informed about the latest financial news and insights. They believe in demystifying finance and making it approachable for everyone.

Comprehensive learning materials and interactive tools

Whether you're a seasoned investor or just starting your financial journey, their educational resources, interactive tools, and personalised guidance will equip you with the knowledge and confidence to make informed decisions. With Finance Bloom, you'll experience a seamless and empowering financial experience that transforms complex concepts into simple, actionable steps towards achieving your goals.

Finance Bloom Services

They understand the importance of protecting your loved ones and securing their financial future.

Their comprehensive life insurance services provide you with peace of mind and ensure that your family is financially supported in difficult times.

They offer a range of life insurance policies tailored to meet your specific needs and circumstances.

Receive a lump sum payment for peace of mind

In the unfortunate event of your untimely death or terminal illness, life cover provides a lump sum payment to ensure the financial security of your spouse and family.

By receiving a lump sum payment, your loved ones can maintain their standard of living, cover daily expenses, and fulfil long-term financial obligations.

Financial protection against major health conditions

Trauma insurance offers a lump sum payment upon the diagnosis or occurrence of covered serious health conditions, regardless of your ability to work.

A comprehensive trauma policy covers over 40 major health conditions, including "the big three" - serious cancer, heart disease, and stroke.

Income protection and mortgage repayment cover

The monthly benefit for income protection: Replaces a percentage of your income if you cannot work because you’ve suffered an injury or fallen ill. This benefit helps you maintain financial stability and manage living costs and debt obligations.

Mortgage repayment cover ensures that your mortgage is taken care of in case of illness or injury, allowing you to focus on your recovery without the added financial burden.

Proactive policy maintenance and support

Regular insurance reviews for ongoing relevance

They prioritise your needs and aim to provide exceptional service throughout your insurance journey.

  • Insurance plan evaluation and analysis: Their experienced team evaluates your full risk profile to structure an insurance plan that aligns with your specific needs and requirements.
  • Application management: They closely manage the application process with life insurance companies, ensuring that you receive the best value for your money.
  • Regular insurance reviews: They conduct yearly reviews of your policy to ensure it remains affordable and up-to-date with your changing risk needs. They adjust the coverage as necessary to accommodate your evolving circumstances.
  • Expert claims support: As a valued client, you’ll receive expert claims support from their team. They act as your advocate and insurance experts, pursuing all possible avenues to ensure a successful claim outcome.

Finance Bloom – Life insurance

  • Product Life Insurance
  • User-Friendly Platforms
    Access user-friendly online platforms, comprehensive learning materials, and interactive tools to demystify finance.
  • Life Insurance Options
    Protect your family's financial future with a range of life insurance policies.
  • Lump Sum Payout
    Ensure financial security for your loved ones with a lump sum payment in the event of your untimely death or terminal illness.

Benefits of Finance Bloom

  • Personalised life insurance plans aligned with your unique circumstances and financial needs
  • A straightforward application process guided by experienced advisors
  • Ensure your family's financial security and protect against future obligations
  • Clear communication, transparency, and putting your best interests first
  • Expert claims support and advocacy for successful claims outcomes
  • Financially support your loved ones in difficult times with lump sum payments
  • Experience peace of mind knowing your financial future and family are protected

 


Your future, your coverage: Personalised assistance and tailored life insurance

When you apply for life insurance with Finance Bloom you’ll benefit from personal assistance from their experienced advisors who leverage their in-depth knowledge to help you access the most suitable cover. 

They go the extra mile to understand your unique circumstances, taking into account factors such as your income, outstanding debts, and future financial obligations. This personalised approach allows them to tailor your life insurance plan to meet your specific needs, providing you with the right coverage for your situation.

A step-by-step guide to securing your financial future

Applying for life insurance with Finance Bloom is a straightforward process that ensures you receive the protection and financial security you and your loved ones deserve.

Follow the steps below to begin your application:

  1. Take some time to assess your insurance requirements and understand the coverage you need to protect your family's financial future. Evaluate factors such as your income, outstanding debts, and future financial obligations.

  2. Complete a quote request form. Fill in the required details, including your personal information, contact details, and any specific requirements or preferences you may have regarding your life insurance coverage.
  3. After submitting your quote request, one of Finance Bloom's experienced insurance advisers will reach out to you. They’ll review your information and contact you to discuss your insurance needs in detail.
  4. Based on your consultation, the insurance adviser will create a personalised insurance plan that meets your coverage requirements. They’ll provide you with all the necessary details, including policy terms, coverage amounts, and premium options.
  5. Once you’re satisfied with the insurance plan, the adviser will guide you through the application process. They’ll assist you in completing the required paperwork and gathering any supporting documents needed for the application.
  6. After submitting your application, Finance Bloom will manage the process with the insurance company on your behalf. They’ll ensure that your application receives prompt attention and that you receive the best value for your money.
  7. The insurance company will review your application, which may involve underwriting processes such as medical assessments or financial checks. Finance Bloom will keep you informed throughout this stage, providing updates on the progress of your application.
  8. Upon approval, the insurance company will issue your life insurance policy. You’ll receive your policy documents, including all the terms and conditions of your coverage. At this point, your life insurance coverage will commence, providing you and your loved ones with the desired financial protection.

General eligibility criteria from various life insurance companies

  • Employment status: Whether you earn a salary, you’re self-employed, work in a private or public profession, or you’re a government or public sector employee, you’re eligible for life insurance coverage.
  • Age requirement: You must be over 18 years of age to apply for life insurance.
  • Valid identification: You need to hold a valid New Zealand driver's license as a form of identification.
  • Regular income: You need to have a stable and regular source of income
  • Residency: Be a resident of New Zealand or hold a valid visa.

Finance Bloom Contact

Physical Address

  • Office 4, Floor 1/377 New North Road Kingsland Auckland 1021 New Zealand
  • Get Directions

Opening Hours

  • not available