Sunday, February 25, 2024

National award given to local financial services company

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Ron and Karen Gadsdon, owners of Discovery Financial Services.

Discovery Financial Services, a family-owned and run insurance brokerage based in Burswood, has been crowned Insurance Business New Zealand Brokerage of the Year (1-10 staff).

Ron Gadsdon, owner of Discovery Financial Services was thrilled to receive this award on behalf of his company.

“It goes to show that the hard work we put in, and the advice we give to our client’s makes a difference,” he said.

“People can make Insurance a complicated & hard process to understand, however it doesn’t have to be.

“By understanding people’s needs, and objectives we are able to ensure they are looked after in the event something unforeseen was to happen, and we are able to explain to our client’s in plain English how it works and be there to assist at claim time.”

Discovery Financial Services was established in May of 2009 by Ron & Karen Gadsdon. It started off as a husband and wife business until their two son’s Jason & Shane joined the company to make it a full family business.

Then in 2019 Joseph Gregory joined the team extending the Discovery brand into the Waiuku and Franklin district.

Discovery Financial Services advisors have won a number of different awards since 2009 and most recent was Shane being award the Broker of the Year award in 2021.

Discovery Financial Services, has since expanded its services and now offers a mortgage brokering service. Discovery Mortgages was set up to help our current and future clients obtain loans from the banks for first home buyers to seasoned investors to ensure they can achieve their financial goals.

We noticed a lot of people were concerned about rising interest rates, new lending rules and thought now was the time to make sure people fully understood what it meant to get a loan and how to structure a loan to repay your debit off quicker.

Discovery Financial Services offers advice from Personal & Business Insurance such as, LifeCover, Trauma Cover, Income & Mortgage Protection, Health Insurance and Kiwisaver.
Discovery Mortgages adviser Bradley Whitfield works with First Home Buyers, Homeowners and Investors with obtaining a pre-approval, loan restructure or refinancing an existing loan.

If you want award winning care when it comes to insurance or mortgages then check out the team at Discovery Financial Services.

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