Personal and Business Insurance, New Mortgage and Residential Services, New Zealand
Who we are
Eureka has an excellent long-term relationship with all major insurers and ensure that when they provide you with an insurance solution that it is formulated for your circumstances.
Eureka is financial services and advisory company specialising in giving quality mortgage, insurance, KiwiSaver and ACC advise for the residential market. Eureka was established in 2014 following the successful launch, in 2012, of its sister company, Origin Marketing, a sales and marketing division delivering business development solutions.
The company is a full member of NZFSG (New Zealand Financial Services Group) and the P.A.A. (Professional Advisers Association). Eureka is a regular donator to The Starship Childrens Foundation.
Life is full of surprises. Some are pleasant while some can be challenging. The purpose of insurance is to have a plan in place for the unforeseen, generally in the challenging scenarios. Eureka’s mission and core interest is to help our clients with a comprehensive risk plan to protect the day to day livelihood and long term financial assistance. We are in it for a long-term relationship with our clients and to represent them during the claims period
Eureka have supplier agreements with and enjoy a long-term and strong relationship with prime insurance providers including Asteron Life New Zealand Ltd, Fidelity Life Assurance Ltd, Sovereign New Zealand, NIB New Zealand and AIA New Zealand.
Registered Financial Advisor and Director
Good quality, impartial advice really is priceless. Talking to an adviser will help you focus on what's important to you, guiding you through everything from products to claims.
Shilpy has had a career in the airline industry and has a solid background in business and finance. A shareholder in Eureka. She balances her involvement in the business while being a caring mother to her young son.
Eureka Financial Services Ltd., within it’s 3rd year of operation was awarded, Insurance Business of the year 2016 for New Zealand and Insurance Business of the year 2016, 1st Place, Northern region. These awards were contested by more than 1100 insurance companies. In 2017, Eureka was awarded ‘Insurance Business of the year- 1st place, Northern region. (Source:https://www.linkedin.com/in/sam-khatri-82186387/)
The company is owned and managed by Sam (Sumit) Khatri RFA alongside his wife and fellow shareholder, Shilpy Dagar RFA. Sam has a strong sales and finance background with significant experience in both having previously worked with organisations such as American Express and Westpac before founding Eureka.
Eureka has an excellent long term relationship with all major insurers and ensure that when they provide you with an insurance solution that it is formulated for your circumstances.
Here you can see our insurance plans that include individual group and Business plan.