One Step Finance
Your Trusted Financial Adviser
About Us
At One Step Finance, we focus on delivering top-quality service and an exceptional client experience. For us, completing an insurance sale is just one part of the journey. Our mission is to help our clients make informed decisions and choose the insurance that best suits their needs.
We base our advice on what truly matters to our clients. By asking the right questions, we gain a clear understanding of their unique circumstances. Our goal is to align our clients' actual needs with the right insurance solutions, ensuring they receive the most suitable coverage for their situation.
OneStep Personal Insurance
Family members are essential to everyone’s life. Life is full of uncertainties, and unexpected events can occur at any time. Losing a loved one brings profound pain to the entire family. However, a financial crisis should not add to this hardship or create further challenges for the family’s well-being.
OneStep Parent Boost Insurance
Reuniting with your family in New Zealand should be joyful and worry-free. But unexpected illness, injury, or travel disruption can quickly turn a happy visit into a stressful experience — especially when you’re far from home.
One Step Parent Boost Insurance provides comprehensive protection that meets Immigration New Zealand’s health-insurance requirements for Parent Boost Visa holders, covering emergency medical care, cancer treatment, repatriation, and more — giving your loved ones peace of mind during their stay.
OneStep Car Insurance
Like humans, vehicles need regular maintenance to stay in good condition. While servicing prevents issues, unexpected failures can be costly. Insurance plays a vital role in covering unforeseen expenses, ensuring financial stability and peace of mind for drivers.
OneStep Business Insurance
Starting a new business is challenging. Entrepreneurs must handle marketing, operations, and risks, which can significantly impact their success. Among these, insurance is critical in safeguarding against unexpected risks, offering financial security, and ensuring a stable foundation for growth.
OneStep Wealth Management
Just as good health requires planning, growing your wealth also requires careful management. Whether your goal is retirement planning, buying a home, or building long-term assets, the right investment strategy can help you move forward with greater confidence.
Our investment services include KiwiSaver solutions, diversified investment funds, and income-focused strategies. With personalised advice from experienced advisers, we help you build and protect your wealth while supporting your long-term financial goals.