Willowgrove Consulting - who are you?

Willowgrove Consulting - who are you?

Willowgrove Consulting was established in January 2012 by Jon-Paul (J-P).

J-P enjoys travelling, the Willowgrove name comes from visiting Sausalito in San Francisco.

  • Sausalito is Italian for small Willow Grove. Willowgrove Consulting was established initially to operate as a trading company for J-P's insurance and financial services base.
  • Its purpose was to develop sales and sales management tools and operate an insurance advisory service through another company J-P was associated with.

In April 2013, J-P decided to leave the other company and pursue establishing Willowgrove Consulting as a standalone advisory business.

  • Willowgrove Consulting provides advice in the personal life insurance space.

Willowgrove Consulting represents J-P's knowledge in the financial services industry since 2000.

Willowgrove Consulting's philosophy is to deliver excellent financial solutions to their clients in a way that puts you, the client, first and in the driver's seat. This may be a big ask and expectation, but it is one Willowgrove Consulting lives up to by including you in the process every step of the way.

Do not be put off by this, every step.

Some companies advise they can arrange your cover and make it easy on you.

  • Often, this is easy to do upfront, but you do not always end up with what you expected.
  • Being involved in your risk planning is important to you and your family.

Think of Willowgrove Consulting as your risk manager, the professional adviser in your corner.

  • They make sure all of your risk management is taken care of and can also coordinate with the other professionals in your life.

Personal insurance is something most people view as unavoidable but something they would rather not discuss.

Our approach is direct but friendly.

We are motivated by ensuring you have the right information to make an informed decision.

  • Sure, we get remunerated if you take a policy or contract, but this is a consequence of what we do, not why we do it.
  • If the answer is your current cover is the best one for you, then that is the answer you will get from us.

Give J-P a call to have a chat.

Jon-Paul Hale

Written by : Jon-Paul Hale

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Postal Address:
PO Box 301792
Albany
Auckland

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