At Threefold, we’re committed to ensuring our clients receive the best possible advice and service when it comes to protecting what matters most. That’s why we’re excited to welcome two highly experienced advisers, Matt Bowden and Jason Lloyd, to our personal insurance team.
Matt and Jason bring decades of expertise in the personal insurance space, helping individuals, families and businesses navigate the complexities of life, income, mortgage, health, and trauma cover. Their commitment to providing exceptional customer care and delivering successful client outcomes align perfectly with our values, making them a great fit for Threefold and an asset to our clients.
Meet Matt Bowden
Matt has been working in financial services for more than 25-years, providing strategic insurance advice to clients across different life stages. His client-first approach ensures that every recommendation is aligned with his clients’ needs, giving them confidence and security for the future.
Meet Jason Lloyd
Jason brings a wealth of experience in insurance and financial advice, with a strong focus on helping clients make informed decisions about their cover. He’s passionate about simplifying the process, ensuring clients understand their options and have the right protection in place for themselves and their loved ones.
Book a review
With Matt and Jason on board, our personal insurance team is stronger than ever, reinforcing Threefold’s mission to provide trusted and expert guidance. Whether you’re reviewing your current cover or considering insurance for the first time, Matt, Jason and the rest of our team are here to help.
If you are interested in reviewing your personal insurances, book a free chat today with one of our fantastic insurance advisers. And remember… every mortgage, insurance or KiwiSaver review booked in March, puts you in the draw to win a month’s free mortgage repayments on us, up to the value of $5,000. It’s a win:win – you get quality financial advice, along with the chance to win a month’s mortgage repayments on us!
Simply click here, fill in the form and we’ll be in touch.