Our Number One Focus Is Getting To Know You.

We put relationships before Insurance products, in order to fully understand the risks you face. Experienced Advisors Gareth Wallace and Lee Reo take their time to learn about you and your business, so they can source an insurance programme that suits your needs. This personalised approach means we take the time to provide you with the right advice, when you need it.

Personal Insurances

We will help you with all your personal protection needs as well as domestic insurance requirements.

KiwiSaver & WealthBuilder

An easy and affordable way to save and invest for your retirement years.

Business and Commercial Insurances

Balance Advisors specialise in business and commercial insurance solutions.

Meet Our Experienced And Friendly Team.

Balance Advisors — Whangarei, NZ, — Gareth

Gareth Wallace

Gareth Wallace established Balance Advisors in 2016 with the express goal of providing expert insurance advice, focused solely on what’s best for you the valued client. Gareth enjoys building valued long term relationships, and supporting clients through the good and bad times!

Lee Reo

Lee is our dedicated advisor providing bespoke financial services, with a focus on safeguarding families and individuals from the unforeseen challenges that life can throw your way.

Financial stress can cast a shadow over our lives when unexpected events occur, and Lee’s passion lies in ensuring that you and your loved ones are shielded from these uncertainties.

Through a wealth of experience and a genuine care for your well-being, Lee is here to offer personalised protection strategies ensuring security and peace of mind.

Balance Advisors — Whangarei, NZ, — Lee
Balance Advisors — Whangarei, NZ, — Megan

Megan Freeman

Megan joined Balance Advisors in February 2021, after taking a break from the insurance to spend more time with her growing family. Prior to this Megan worked extensively in the insurance industry in various roles with insurance brokers such as Willis, AON and Ahlers in Whangarei.

Balance Advisors Insurance

For questions, please fill out the form below:

PO Box 709, Whangarei 0140

11B James Street, Whangarei

Servicing clients “Northland and afar”

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Vehicle Claim

Had a vehicle accident? For assistance

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Travel Insurance

We’re very pleased to offer you access to an insurer who provides a direct and comprehensive leisure travel policy.

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