David Cooke

 

Background

David is a Director and founding partner of IBG Insurance Broker Group. When it comes to your insurance needs his long and comprehensive career in the insurance industry makes him a very skilled and knowledgeable advisor.

David works with families and business owners to ensure that the right amount of cover i.e. cash is available should an unexpected event happen. If you need advice on Trust ownership, wills and enduring Power of Attorney he can steer you in the right direction. He has a relaxed, personal style and his consultative approach ensures good communication and a complete assessment of clients’ requirements.

His achievements include receiving the Pinnacle Life Award for excellence in the life insurance industry. David was an instigator in forming the Quality Management Group Ltd, a company whose purpose is education and development of insurance brokers.

David is married with three adult children. He is a keen sports follower, with a long involvement in Auckland yachting.

Would Your Exit Plan Survive the UnexpectedAlong with his colleague Graeme Sutton, he completed a comprehensive review on how to protect small to medium sized businesses unexpected succession events. Sadly, certain situations can force a business owner or part owner to have to exit their business e.g. business partner suffers a serious illness/ disablement/death. The aim of the review was to identify & formulate strategies to ensure that the appropriate people had access to sufficient funds. The review findings are published in the booklet – Would Your Exit Plan Survive the Unexpected  and are available on request.

 

My Approach

My approach is to meet with you to discuss your individual needs and tailor a comprehensive risk plan for your family and / or business.

“Every client and business has different needs – requiring specific strategies and planning.

My experience in helping clients protect their assets and manage financial risk allows me to provide you with top-quality advice and to design practical and realistic solutions.

For many years I have provided advice to clients and worked with their solicitor and accountant to implement a risk plan which ensures my clients’ total needs are considered.

My aim is simple: to create long-term financial security for my clients and ensure their assets are protected no matter what happens”

 

What my clients say

“As our insurance broker, David has been instrumental in drastically reducing our insurance costs and pro-actively offering solutions to complex issues. He has also offered advice outside of the insurance realm. We regard David as a friend and man of integrity. We have, over the years, recommended his service to many people and will continue to do so.”
Mark Raines, Director
BEP Marine Ltd

“It has been our pleasure to deal with David Cooke from IBG Insurance Broker Group over the past 12 years. He has provided excellent service and valuable guidance to our company, and we have no hesitation in recommending him to any business or individual requiring sound financial advice.”
Alan Gilder, Director
National Glass Ltd

“I have been a client of David Cooke at IBG Insurance Broker Group since the early 1990s.  He has managed a package of insurances designed to protect the interests of my family and myself in the event of a major trauma which resulted in me losing the ability to work, or worse.”

To read of Shane’s experience and how his insurances did indeed protect his family, click here.
Shane Kelly
Rothesay Bay, North Shore

 

David Cooke
IBG

PO Box 301068
Albany
Auckland 0752

DDI: 09 966 1476
Mobile: 027 478 1877

Email: david@ibginsurance.co.nz

 

A copy of David’s disclosure statement is available upon request.