Paul Bartlett

 

Background

Paul is a Director and founding partner of ibg Insurance Broker Group and has worked in the insurance industry for 30 years.

Paul’s achievements include:

  • member of the PAA (Professional Advisers Association)
  • qualifying Member of the Million Dollar Round Table (MDRT)
  • recipient of Pinnacle Life Award for achieving excellence in the life insurance industry
  • completed his National Certificate in Financial Services

Paul is an expert in business and personal risk protection. His reputation is based on many years of providing quality advice and solutions to small, medium sized businesses as well as family protection.

Paul is a keen sportsman and actively participates in golf, squash, chess and running. He lives in Ponsonby and is married with two teenage daughters.  One is studying at Otago University and the other currently doing NCEA.

My Approach

“Business is about client satisfaction. My business philosophy is centred on creating long-term client satisfaction and underpinning this with reliable, responsive, and quality service.

I provide expert advice on managing your business and personal financial security.

My approach to business reflects my informal style and my firm belief in putting the client first. I will listen and understand your risk protection needs. I’ll then take you through a comprehensive needs analysis process so I can provide a solution that’s easy to understand, practical and realistic.  However if you feel you do not need a full needs analysis we are happy to follow your instructions.  We always use independent research for all products and supply a spreadsheet of pricing for you to review.

We are in constant contact both through newsletters and annual reviews.”

What my clients say

“Paul has looked after my insurance for many years. He’s always worked for my best interests and given me all the options. Paul is easy and fun to deal with, and I’ve built up a trust and friendship with him. Paul ‘walks the talk’, he is in it for the long-term, and sincerely looks after his clients.”
Ken Millar, Managing Director
C. S. Company Ltd

“Due to the onset of an illness four years ago, I have been reliant upon Income Protection Insurance. Over this time, I have come to trust and value Paul Bartlett’s judgement as he balances my needs with the requirements of the insurer. His honesty and dedication are always transparent. I have no hesitation in voicing my respect for Paul.”
Andrew Farley

 

Paul Bartlett
Insurance Broker Group

Ground Floor, 126 Vincent Street
PO Box 68614
Newton
Auckland

DDI: 09 966 1477
Fax: 09 302 1169
Mobile: 021 734 633
Email: paul@ibginsurance.co.nz

 

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