Protecting what matters most - your life

"No enemy is worse than bad advice."

- SOPHOCLES, 400 BC

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Are you getting the best insurance advice?

An oversight in paperwork? A misunderstanding about what you’re covered for? A gaping loophole in your policies? Costs can be higher than you imagine on the other side of tragedy. At Rees-Thomas Financial, we tailor your insurance planning to your journey and your circumstances, ensuring it is well-priced, market-leading and well-equipped to care of you, your family, or your business. It’s your future.

 
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Can we help you?

No insurance?

We believe wholeheartedly in the value of great insurance. Let us do an assessment and make some recommendations absolutely free of charge.

Got insurance?

We can provide you with a full assessment in order to dig out bad advice, help you understand your situation better and make your policies go further.

Businesses?

We’ll tailor a perfect insurance plan to fit your unique business needs, including key person, group plans and cover for share purchase agreements.

Corporates?

Employee benefits are a sure way to make your company an even better place to work. Get a Staff Insurance plan that makes sense for your whole business.

 
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How we're different

RTF is not a run-of-the-mill insurance advice firm. We’re different in ways that will make your experience clearer and easier. We love what we do and it’s not just about improving it for you the client – we want to improve the entire industry.

Say goodbye to paper

We fully embrace technology here at RTFS and are 100% paperless. No more printing out massive reports or handwritten application forms. Our entire office consists of a few small devices and easy to use digital documentation. Have you ever signed on the digital dotted line? You’ll love it.

 

Meeting your way

In your favourite cafe? Over the phone? Across the road from your work? Via video call? At your office? You make the call. The coffee's on us, wherever, whenever, however.

We have got your back

It’s not just about set-up – we’ll be with you all the way. When you make an insurance claim, or if you just have a quick question about the process, you will have our direct line and we will be ready to assist you through the process. Once we've got your back, we always will.

 
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What our clients say

Samuel has been amazing when it comes to my insurance needs. He’s gone over and above what I’d expect and I can now rest easy knowing that I have a comprehensible plan that Samuel has set for me . . .
— Jay Maaka, Accountant
Samuel’s uncomplicated way of explaining the ins and outs of insurance made it an easy and informed decision to get covered with insurance that I feel great about having. Thanks Sam for getting me sorted!
— Luke Crawford, Owner Operator, Neo Cafe & Eatery
 

 

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Get in touch

Fill out the form below, and we will have you sorted in no time.