Experience

William has 10 years experience in the financial services industry

Qualified

William is an approved Authorised Financial Adviser and also holds the National Certificate in Financial Services (Level 5)

Claims

William has helped settle over a $1,000,000 worth of claims for his clients

What We Do

Moala Financial Services Ltd provides tailored life insurance advice for both families and businesses. In short, we find out what your goals are, assess your current situation and work alongside you to put a plan in place. Whether that plan means having funds set aside for your family in the event of your passing or ensuring that you could continue to earn an income if you became sick or ill. Whatever it is, looking after people is our business.

Review of existing insurances

From time to time your circumstances change and so do your insurance requirements. We understand this and recognise that sometimes trying to review your own policies can be complicated, time consuming and extremely frustrating. We can help demystify your current arrangements. Ultimately this is about us telling you what you are and what you are not covered for.

Other types of services

If there is a particular service you are looking for that is not offered by us, we can provide you with the contact details of another expert.

Mortgage Lending

Legal Advice

Commercial Insurance

Chartered Accountant

Our business partners

Testimonials

I was put in touch with William as a result of financial planning I had undertaken with my wife. We wanted to set targets and provide stability and assurance for our family. William was referred to us to review our insurance cover and needs based on our current situation.

He was a very personable and easy professional to work with, who listened to our current situation and was able to provide the best advice and guidance to where we should invest based on our current and future needs. He also sought out the optimum deals for insurance which meant we ended up ith increased cover for certain insurance cover while roughly the same outlay of premiums which was a great result.

He was a pleasant guy, who gave sound advice in a timely manner. He is the kind of adviser I would happily work with again.

Robert O’Connell Managing Consultant, Quality Consultant & Senior Test Manager

William operates with transparency and pragmatism, two words which are not always synonymous with the insurance industry. Getting insurance with him was an easy process and I always felt that my needs were always the primary factor behind his recommendations.

Chris Di Leva, CFA Senior Associate at Mercer

William’s in-depth approach enabled me to find the best policy for my situation. His service didn’t stop when I had signed the policy. He has made sure that I receive all the benefits of my policy since signing it.

Joseph Howell Director at Howell Accounting Limited

William helped me with insurance advice recently. He took the time to talk me through the sometimes complex documentation to ensure I had a really good understanding of the information and he was responsive to any queries that I had. I would recommend William to anyone seeking advice on insurance options.

Aron Chantelau Recruitment at Assurity

William helped us distill which level of personal insurance was best for our family. He was particularly good at understanding our needs, and working towards those. I would thoroughly recommend his services.

Ryan Graves Devices Category Manager, PHARMAC

Working with William Mola is a pleasure. William is always, professional, friendly and prompt. He provides excellent service and information. William always keeps you in the loop of progress and follows through on what he says he will do. Thanks William for the great service.

Maggie Gilpin Contractor and Consultant

William was recommended to me as someone who would be able to assist my insurances. I was rapt with how professionally he fitted in with my schedule, assessed my needs, provided advice, and managed the process through to a successful conclusion. I have had a few attempts at sorting out insurance and have been disappointed but William was excellent. I am happy to recommend him to others!

Polly Martin Manager, Advice & Compliance at Department of Internal Affairs (New Zealand)