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Baden Phillips
Financial Adviser / Director
Specialities:
Fire & General Insurance / Risk & Health Insurance, Group Insurance / Employee Benefits.
Baden is a Director and Financial Adviser (FSP689891) under AdviceLab Limited and he is giving financial advice on behalf of Wealthpoint Limited. He has been working in the insurance industry since 2012. He specialises in personal risk insurance (life, trauma, disability, Income); as well as your domestic (home, contents, cars) and all business insurance covers, making him the best person to contact for your insurance needs.
Born in the late 80’s Baden is an adviser from a younger generation and brings a fresh approach that is relatable to all. He is set to build long term relationships with his clients and he enjoys working with everyone as they navigate their own journey.
Prior to becoming a Financial Adviser Baden started his industry experience in Claims. Spending time as a Fire and General Claims Consultant and a Case Manager for Income Protection Claims. Along with prior training, Baden finds having first-hand experience at claim time has given him a good foundation to advise on his client’s best interests.
Baden wears the business shirt at work and is a family man/outdoorsman at heart. Baden and his wife are newly proud parents and he cannot wait to take his son on some adventures, should it be fishing, diving, tramping, mountain biking, skiing and exploring another remote part of New Zealand.
Qualifications
Services I Can
Advise On
Services I Do Not
Advise On
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Health, Residential Lending- New Zealand Certificate in Financial Services (Level 5) - Fire & General, Life &
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Bachelor of Commerce & Administration – Marketing and Management
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House Insurance
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Contents Insurance
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Car Insurance
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Marine Insurance
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Contract Works Insurance
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Business Insurance
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Rural Insurance
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Travel Insurance
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Life Insurance
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Trauma Insurance
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Disability Insurance
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Health Insurance
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Income Insurance
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Mortgage Protection Insurance
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Business Key Person Insurance
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Shareholder Protection Insurance
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Loss of Revenue/Replacement Labour Insurance
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Employee Benefits
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KiwiSaver
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Investments
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Mortgage Lending
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Debt Management
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Budgeting
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Share Trading
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Tax
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Estate/Wills