A wise choice
Who are we?
AIFP Personal Risk Limited T/A FG Life (FSP1003239) is a financial advice provider which holds a Full Licence — Class 2, issued by the Financial Market Authority (FMA), to provide the financial advice service.
At FG Life ,your financial adviser will be your partner throughout your financial planning journey, understanding your circumstances and needs in order to achieve your goals and objectives.
Why Choose US ?
Expertise
We simplify the complex world of finance by providing clear and easy-to-understand advice and recommendations, empowering clients to make informed decisions about their finances and achieve their financial goals. Through our expertise and personalised approach, we guide our clients on a journey towards financial stability and success, helping them to better understand their financial situation and reach their financial objectives.
Client Philosophy
Financial advice goes beyond just maximising financial returns, it's about creating a simpler and more secure financial future. Our aim is to empower our clients with the knowledge and understanding they need to make informed decisions about their finances, giving them peace of mind about their current and future financial goals. We believe that the true value of financial advice is not just about the dollars saved and made, but about simplifying our clients' lives and helping them achieve financial stability and security.
Belief
We believe that the quality of financial advice is more important than the financial products being offered. Our focus is on providing clients with tailored advice and recommendations in order to align with their financial goals and objectives, followed by recommending the right financial products to support that strategy. Our belief is that it is the quality of the advice that truly matters, and that is what will drive financial success for our clients.
Comprehensive Services
We souly focus on providing insurance advise to help our client achieve financial goals and peace of mind. By taking a comprehensive and integrated approach to financial planning, we help our clients create a balanced and well-rounded financial plan that supports their short-term and long-term objectives.
Our Vision
We strive to provide our clients with the highest standards of care, and that starts with delivering high-quality financial advice. Our team of trustworthy and knowledgeable financial advisers is dedicated to providing our clients with the expertise and support they need to make informed decisions about their finances.
Our aim is to be known as the epitome of financial advice, setting the highest standards in the industry for client care and helping our clients achieve their financial goals.
Our Mission
To help our clients meet their immediate financial needs and provide them with the knowledge and resources to achieve long-term financial stability and freedom. By providing comprehensive and tailored financial advice, we aim to enable our clients to make informed decisions about their finances and reach their financial goals.
To offer a comprehensive financial plan that serves as a roadmap for our clients on their journey towards financial independence. We believe in providing a clear and achievable path for our clients to follow, so that they can make informed decisions about their finances and work towards their long-term financial goals. Our financial roadmap serves as a valuable tool for our clients, guiding them towards financial stability and freedom.
To provide ongoing support and guidance to our clients throughout their financial journey. Our financial advisers serve as trusted partners, working with each client to educate them and provide the resources and information needed to make informed decisions about their finances. We believe in being there for our clients at every step, offering guidance and support to ensure that their journey towards financial stability and independence is as smooth and successful as possible.
It's a Journey
We understand that financial planning is a journey and our financial advisers are here to support and guide you every step of the way. When you engage with one of our advisers, you can expect a personalised and collaborative relationship built on trust and mutual understanding. We will work with you to understand your financial goals and provide the advice, guidance and resources you need to achieve your goals and objectives.
Whether you are facing challenges or celebrating successes, we will be there for you, acting as your financial mentor, sounding board and friend.
Our goal is to help you make informed financial decisions and pave the pathway towards your financial success and peace of mind.
Transparency and Integrity
When you appoint us as your financial adviser, it is essential that we work together to establish a relationship based on mutual trust and understanding.
Your financial adviser is committed to acting with integrity and transparency, adhering to the regulations and standards set by the Financial Market Authority. It is equally important for you to be transparent with us about your financial situation and goals in order for us to provide you with tailored financial advice and recommendations that suit your circumstances and needs.
By establishing a strong foundation of trust and transparency, we can work together to achieve your financial objectives and provide you with the peace of mind that comes with a well-planned financial future.
Our team
Trust the professionals
Vijay Khobchandani
Founder FG Life
Vijay Khobchandani is a Financial Adviser with his expertise being in personal insurance. Vijay has bachelor's degree in commerce, Post Graduate Diploma in business and has NZ certificate in Financial Services Level 5. Vijay has worked in the Insuran...
Amit Talwar
Founder FG Life
Amit is the senior adviser at AIFP Personal Risk with over 15 years of experience in the insurance sector. He played a key role in growing the business, starting from scratch, and getting it to a well-recognized name within the local community. Amit'...
Rippalkumar Vinodbhai Kapatel
Financial Adviser (Insurance)
Aspiring Financial Adviser (Insurance) with a strong commercial and financial background, holding a Bachelor of Commerce (Finance & Accounting) and Diploma in Business (Financial & Economics). Over 10 years' experience in high-accountability roles in...
Atika Dogra
Claims Manager
Atika Dogra is a B.Tech graduate in Computer Science Engineering with 1.5 years of experience as Office and Claims Manager at AIFP Personal Risk. She specializes in claims and office admin work. She manages the daily operations of the claims departme...
Indu Bala
Senior Advice Paraplanner
Indu is a BTech graduate in Electrical and Electronics Engineering with 3 years of experience as a paraplanner at AIFP Personal Risk. She specializes in generating Statement of Advice (SOA) reports, managing administrative tasks, and ensuring the acc...
Riya Tulsani
Senior Service Manager
Riya is an experienced MBA graduate and the Service Manager/ paraplanner at AIFP Personal Risk, where she has been an integral part of the team for the past three years. With a strong focus on customer satisfaction, Riya is committed to delivering ex...
Get in touch
We'd love to talk about how we can help you.
Call us:
0800 344 700
Email us:
info@fglife.co.nz
Address:
430 Ulster Street, Beerescourt, Hamilton 3200, New Zealand
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