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ABOUT HTL GROUP

Local roots. Specialist advice. Help Through Life.

HTL Group brings together specialist insurance, wealth and mortgage businesses, helping New Zealanders protect what matters, make informed financial decisions and plan for what comes next.


With roots in Taranaki dating back to 1982, we have grown and evolved while retaining the personal relationships and local understanding that have shaped the business from the beginning.

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Client-facing members of the HTL Group team in New Plymouth

OUR STORY

Rooted in Taranaki and Central Otago, supporting clients across New Zealand

Our roots in Taranaki date back to 1982. Since then, the business has grown and evolved as new specialist capabilities, teams and locally established businesses have come together under HTL Group.


Today, that history is reflected in three specialist businesses: HTL Insurance, HTL Wealth and HTL Mortgages. Our advisers are based in Taranaki and Central Otago and support clients throughout New Zealand, in person, by phone and online.


Although the business has changed over time, the principle behind it remains straightforward: financial decisions are personal, and good advice begins with understanding the person, family, business or farm behind them.

OUR MISSION

Helping people through life

Our mission is to help New Zealanders protect what matters, make informed financial decisions and plan for what comes next.

OUR APPROACH

Advice first, products second

It can be difficult to know which questions to ask or whether what you already have is still right for you.


Our advisers begin by understanding your circumstances, priorities and existing arrangements. They can help identify gaps or areas worth reconsidering, explain the available options and recommend an appropriate way forward.


That might mean arranging something new, improving what you already have or confirming that no change is needed.

Understand

 Start with your circumstances, priorities and what you already have in place.

Review

Identify gaps, duplication or arrangements that may no longer suit your needs.

Consider

Understand the relevant options, differences and trade-offs before deciding.

Support

Put your decision into action and revisit it as your circumstances change.

Understand

 Start with your circumstances, priorities and what you already have in place.

Review

Identify gaps, duplication or arrangements that may no longer suit your needs.

Consider

Understand the relevant options, differences and trade-offs before deciding.

Support

Put your decision into action and revisit it as your circumstances change.

HOW HTL GROUP WORKS

​​Specialist advice through three businesses

HTL Group is the licensed Financial Advice Provider for three specialist businesses. Through HTL Insurance, HTL Wealth and HTL Mortgages, clients can connect with financial advisers who work in the area of advice relevant to their needs.

Protect the life you've built

Personal, health, business, commercial and rural insurance advice, along with support when you need to make a claim.

Explore HTL Insurance

Put your money to work

KiwiSaver and investment advice shaped around your goals, circumstances and the life you want to build.

Explore HTL Wealth

Make your next move

Practical residential mortgage and personal lending advice to help you understand your options and make your next move.

Explore HTL Mortgages

​​OUR PEOPLE

The people behind HTL Group

Our directors provide governance and direction across HTL Group. They also continue to work directly with clients through our specialist insurance and wealth businesses.


Day-to-day Group operations, compliance coordination and complaints processes are supported from our New Plymouth office.

Lyall Bunn

Lyall Bunn

Director, HTL Group

HTL Insurance


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Kim

Kim Dunlop-Roberts

Director, HTL Group

HTL Insurance


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Allie Black

Allie Black

Director, HTL Group

HTL Wealth


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Lindsay Thomson

Lindsay Thomson

Director, HTL Group

HTL Wealth


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Lachlan Bunn

Lachlan Bunn

Director, HTL Group

HTL Insurance


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Shay Haira

Shay Haira

Office Manager & Compliance Coordinator, HTL Group


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LOCAL ROOTS, WIDER REACH

Based here, helping people throughout New Zealand

HTL Group is based in New Plymouth. Across our specialist businesses, advisers are based in Taranaki and Central Otago and support clients throughout New Zealand.


Depending on the advice you need and where you are based, you can meet with the relevant team in person, over the phone or online.


New Plymouth office
27 Eliot Street
New Plymouth 4310


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Contact HTL Group

READY TO TALK?

​​Find the right team for what comes next

Tell us what you need help with and we’ll connect you with the right HTL insurance, wealth or mortgage team.

Insurance advice →

Wealth advice →

Mortgage advice →

Not sure which team you need?

Contact HTL Group