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.
Greg Donnison: Managing Director
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.