About Us

Who are we?

Perreau & Associates Limited
Specialises in providing bespoke financial risk management plans for a number families in the Waikato, Bay of Plenty and Auckland regions.

Our Core Business Values Are...

  • Privacy
  • Integrity
  • Honesty
  • Care
  • Diligence
  • Skill

Industry Experience

Between Kevin and David they have over 30 years experience in the financial services industry.

  • We professionally manage a number of clients throughout the Waikato, Auckland and Bay of Plenty area, ensuring that the financial security of these people are protected through quality products and professional planning.
  • We carry professional indemnity insurance for the protection of our clients and are members of the NZFAA (New Zealand Financial Advisers Association), the PAA (Professional Advisers Association) and Kevin is a nine time qualifying member of the MDRT (Million Dollar Round Table Organisation - Life Insurances Premier Association of Top Advisers throughout the world). These organisations provide ongoing professional training which we attend regularly and have a strict code of business ethics which we adhere to.