Brendon Green from UCOL Palmerston North has started work with us on a new IT project to develop our “Lloyd’s Coffee Project”. Enjoy a coffee and slice at your favourite café with Phoenix Adviser Group.

At Phoenix Adviser Group, we like to drink coffee while talking to interesting people and helping them ensure they have the money they need at the time they need it the most.

Edward Lloyd established a café in Tower Street London in 1680 providing coffee to merchants, shipping agents and bankers. Free ranging discussion over coffee evolved into: Lloyd’s Insurance, Shipping Register and Banking, and saw the development of personal insurance risk insurance. This way of conducting business survives and thrives in the modern age.

Phoenix wants to share what we do and learn about you over coffee and a slice on us, explore how your own personal or business risks fit your goals and insurance provisions. We are about “putting the right money in the right hands at the right time”.

Correct policy ownership, assignment, nomination of beneficiary, trusts, business ownership structures, complications of blended families, wills etc. makes a discussion around your personal risk issues important to ensure the money goes to the right place with understanding of the outcomes and any tax implications. Brendon is making up information pages on our process and an online booking arrangement for your ease and convenience.

Feel free to catch up with us to discuss this valuable project and enjoy a cup with us Contact Bill.

If you want to see a little about our project; Edward Lloyd Coffee On Us