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Experienced,

Trustworthy & Innovative

Policy Exchange has been operating in New Zealand for more than 20 years. We’re highly experienced: thousands of policy owners have used our service. Over that time we’ve seen shifts in the reasons policy owners access cash from their policy, and we now offer a range of options designed to meet those changing needs.

We know how important it is for you to be able to transact with us safe in the knowledge your interests are protected at all times. For this reason, all transactions are conducted through Covenant Trustee Services, a trusted and respected independent custodial company.

Policy Exchange can help get the most from your life policy. Working with financial advisers throughout the country we deal in a range of life insurance policies including those issued by AMP Life (including ex AXA and National Mutual policies), Sovereign Life, and Foundation Life (previously Tower Life). We recommend you contact your adviser if you’re undecided on what the best option is for you.

 

Cash In Life Insurance - Policy Exchange
Secure Trading Platform

By dealing through Covenant’s independent custodial facility, ownership of the policy is vested with Covenant rather than Policy Exchange, ensuring your interest in the policy is secured at all times.


Managing Director Greg Donnison - Surrender Value Life Insurance
Greg Donnison: Managing Director
Greg created the secondary insurance market in New Zealand by founding Policy Exchange in 1994, driven by a desire to provide an alternative for those wishing to cash out their life insurance policies. He’s been involved in various other areas of the financial services sector in New Zealand and the UK, including assisting in capital raising for privately owned operations, managing structured investment offerings, and regulatory compliance. He’s a member of the Australia & NZ Institute of Chartered Accountants. Greg volunteers with the local branch of Forest & Bird, and enjoys mountain biking in the sunny Hawkes Bay. An interest in thoroughbred horse racing sees him with shares in three horses currently.

Megan Sargent: Marketing Strategy and Customer Service

Megan co-founded ABE’S Bagels, one of NZ’s top 200 food businesses also known for its charity efforts: the ABE’S ‘bagels in schools’ program has provided 1000’s of free bagel breakfasts for under-privileged school children. Having handed over the reins at ABE’S, Megan is now bringing her Marketing and Business Development expertise to Policy Exchange. Keen to help foster the next generation, Megan regularly presents to tertiary entrepreneurship students, while still keeping her hand in the door for other opportunities– in 2015 she placed second in the elevator pitch competition at the Massachusetts Institute of Technology Annual Global Start-up Workshop. Having recently acquired a stand-up paddle-board she has a new-found interest in tide charts and weather forecasts.

Policy Exchange Director Megan Sargent - Cash In Life Insurance

 

We deal in whole of life and endowment policies issued by:

 

Policy Exchange is the trade name of Life Insurance Policy Exchange Limited, a registered Financial Service Provider [FSP 16342], which operates independently of all life insurance companies. Policy Exchange is an ‘execution only’ policy trader and as such does not provide advice as to whether or not you should cash out part or all of your policy, nor does it provide advice as to the suitability of the offered options to your particular circumstance. If in doubt, we strongly recommend you contact your financial adviser.
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