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Welcome to XBX, your trusted adviser for insurances and Kiwisaver.Based in Taranaki with over 20 years experience in the financial services industry. Proud of being part of our clients' journeys in choosing the right protection for their family or business.We provide tailored financial solutions to protect what matters most.Working for you not the insurance companies

Secure Your Future with XBX

Explore a wide range of comprehensive insurance options to protect you and loved ones.Trust XBX for honest, no nonsense advice tailored to your needs.

Comprehensive Insurance solutions

Plan for a secure future by investing in the funds that are right for you.Wellington based Booster kiwisaver is a New Zealand owned and operated kiwisaver provider with the financial wellbeing of all Kiwis at heart.Begin your journey towards financial stability and retirement.

Booster Kiwisaver Plans

Experience personalized service that prioritize your needs as well as your financial goals and aspirations. At XBX, we are committed to your ongoing financial well-being.Let us become part of your life's journey

Personalized Service

Our Services

What we stand for?

Contact us today for a free review

Protect Your Future

Home

By using the six step advice process we can tailor a solution that makes sense and fits into your budget

<h5>1. Initial Meeting</h5> <ul><li>Getting to know YOU</li><li>Learning about YOU, your goals and objectives</li><li>Establishing the advice services YOU will require</li></ul><h5> </h5>

<h5>2. Gathering the Facts</h5> <ul><li>Completing a profile of your personal and financial goals</li><li>Developing a clear picture of your situation</li><li>Establishing the right level of risk for you</li></ul><h5> </h5>

<h5>3. Agreeing On The Service</h5> <ul><li>Discussing our services </li><li>Agreement for us to prepare specific advice</li></ul><h5> </h5>

<h5> </h5><h5>4. Preparing The Advice</h5> <ul><li>Analysing possible strategies and options</li><li>Researching relevant and potential products to suit your needs</li><li>Preparing our recommendations</li></ul><h5> </h5>

<h5> </h5><h5>5. Implementing the Plan</h5> <ul><li>Helping you understand the recommendations</li><li>Assisting you with the implementation process</li></ul> <h5> </h5>

<h5> </h5><h5>6. Agreeing On The Implementation</h5> <ul><li>Getting your permission to proceed</li><li>Implementing the agreed strategy</li><li>Documenting administration</li></ul>

<h5>Ongoing Support and Review</h5> <ul><li>Regular check-ins to ensure your plan stays on track and relevant</li><li>Reviewing your financial goals and adjusting strategies as needed</li><li>Providing continuous support and guidance</li></ul>

Our Advice Process

Comprehensive Insurances and Kiwisaver Services

What makes us Different from Others ?

Local service provided free of charge

The 'WHY"

Solution

Contact us today for personalized insurance and Kiwisaver advice.

Get in Touch

Discover why Insurances and Kiwisaver clients in New Plymouth love our services. Read their testimonials below.

O. Tamehana

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Empowering Your Financial Future with Secure Insurances and Kiwisaver Solutions. Trust Xbx for your financial needs today.

Welcome to XBX

Our Journey

Sonja Barrett

Meet Our Advisers

About Us

We collect personal information to provide better Insurances and Kiwisaver services. Your data is encrypted and stored securely.

Information Collection

We prioritize data security. Our systems are regularly updated and monitored to protect your Insurances and Kiwisaver related information.

Data Security

Your data is safe with us. We do not disclose personal information to third-parties for any purpose unrelated to Insurances and Kiwisaver.

Third-Party Disclosure

We may use cookies to enhance user experience. Cookies help us serve you better regarding Insurances and Kiwisaver solutions.

Cookies Usage

You have the option to opt-out of certain data collection practices. Contact us for details related to Insurances and Kiwisaver preferences.

Opt-Out Options

We may update our Privacy Policy. Stay informed about how we protect your data for Insurances and Kiwisaver by reviewing this page regularly.

Policy Changes

Privacy Policy

Understand the scope and limitations of our insurance coverage for your valuable assets and future security.

Policy Coverage

Learn about the convenient payment options available for your insurance premiums to stay protected hassle-free.

Premium Payments

Get insights into the efficient and transparent procedure to file and process insurance claims promptly.

Claim Process

Discover the benefits and regulations regarding Kiwisaver contributions and savings for your retirement planning.

Kiwisaver Contributions

Familiarize yourself with the terms and conditions for withdrawing from your Kiwisaver account when needed.

Withdrawal Terms

Important Information

Policy CoverageUnderstand the scope and limitations of our insurance coverage for your valuable assets and future security. Premium PaymentsLearn about the convenient payment options available for your insurance premiums to stay protected hassle-free. Claim ProcessGet insights into the efficient and transparent procedure to file and process insurance claims promptly. Kiwisaver ContributionsDiscover the benefits and regulations regarding Kiwisaver contributions and savings for your retirement planning. Withdrawal TermsFamiliarize yourself with the terms and conditions for withdrawing from your Kiwisaver account when needed.

Terms & Conditions

Insights for you

Blogs

Provides funds to cover funeral and estate costs, mortgage debt, etc and ensures your loved ones are looked after.

Life insurance

Provides a cash injection to cover expenses if you suffer from one of the many specified conditions, such as heart attack, cancer, stroke, etc

Trauma &amp; Total permanent disability

ensures your income continues and you can pay the bills if you are sick or unable to work due t an accident

Income and Mortgage protection

Protects your business/Farm by providing funds to cover running costs and to replace the key person in your business

Business expense cover, Key person Business/ Farmers disability

Instead of going on a waiting list to access the public health system you are able to access private medical treatment.Options range from basic hospital cover to specialists, GPs, dentist &amp; optical as well as alternative providers

Health Insurance

Ensuring your money is getting the right returns based on your investor profile

KiwiSaver

We work with experts in this space and can refer you to our trusted Partners

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