Financial planner · Waltham, Christchurch
What your customers see when they look for you, and where that puts you among 121 Christchurch insurance brokers.
Financial planner · Waltham, Christchurch
Moneta Insurance and Investment is an insurance broker based in Waltham, Christchurch, offering personal insurance and investment advice for family and business needs. Operating since 1997, the team provides tailored guidance on life, income protection, travel and medical cover, and risk insurance, with a focus on personalised service from named advisers.
Moneta Insurance and Investment is an insurance broker located in Waltham, Christchurch, providing personal insurance and investment advice for families and businesses. The practice notes it has been operating since 1997 and presents itself as a local firm helping clients plan and protect their financial goals.
Services include advice and brokerage across life insurance, income protection, health and medical cover, travel insurance, and wider risk insurance needs. The team also assists with investment matters and financial planning tasks mentioned on the website, and they say they tailor recommendations to each client's situation.
Customers commonly describe interactions with specific advisers such as Matt, Lisa and Ben as personable and helpful. Reviews mention clear explanations, streamlined application processes, practical help with administrative tasks like onward superannuation transfers, and a focus on making insurance and investment decisions easier to understand and act on.
Locally, Moneta positions itself as a small Christchurch brokerage offering one-to-one customer service and hands-on support. The combination of longstanding local presence, named advisers, and client feedback about clarity and follow-through are referenced as part of what distinguishes the firm for clients seeking guided insurance and investment advice in the Waltham area.
Personal Insurance and Investment advice for your family and business needs.
1I can give you a good score 💯
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Thanks for the 5 Star rating Ned!
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