Our Process
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Our initial consultation call is a free no obligation chat where we get to know what’s important to you and what you’re ideally looking for.
We take the time to understand your situation and what truly matters to you, so our advice reflects your goals, priorities, and the life you’re building.
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We conduct detailed research and comparisons to identify the most suitable options for you, taking into account benefits, pricing, and any pre-existing conditions.
This ensures our recommendations are aligned with your needs, deliver strong value, and help you clearly understand your coverage.
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During the financial plan review we walk you through our recommendations, explain the options available, and show how each one supports your goals.
We take the time to discuss the details, answer your questions, and make adjustments as needed so you’re confident the plan feels best suited for you.
Our aim is to ensure you fully understand your choices and have a clear, flexible strategy that fits your situation.
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When you’re ready to move forward we take care of the implementation process of managing applications.
Once your plan is in place we provide regular communications along with ongoing reviews to keep your plan aligned with life’s situations. We will assist you through the claims process, offering clear guidance and advocacy when you need it most.
Meet the team
Andy has strong expertise in identifying areas of financial risk along with opportunities for investment growth. He is backed by over ten years of experience in financial services, including two of the largest hedge funds in Canada and a leading global asset management company, combined with his experience as a Financial Adviser in New Zealand.
He helps everyday Kiwis including individuals, families, and business owners to make informed financial decisions, giving them confidence that what matters most to them is protected, while planning for their future.
Andy Co-Founded Precision Financial to provide people with access to experienced financial advisers who prioritize long-term interests and offer solutions from leading providers across New Zealand.
His focus is understanding people’s situations and tailoring plans to provide the right protections, avoid unnecessary costs, and help keep your financial goals on track.
Outside of meeting with clients, Andy enjoys spending time with his partner Amanda, reading a good book and time out on the golf course or at the beach along with spending time with family and friends.
He holds a Bachelor of Commerce degree (Finance) and NZ Certificate in Financial Services (Level 5) for Insurance and Investments.
Andy Kay
Director & Financial Adviser
After graduating University with a Bachelor of Commerce, majoring in finance and economics, Freddy re-located to Auckland where he’s built a substantial career in financial services. His work as a financial adviser has involved guiding hundreds of clients from a multitude of different circumstances through the often-confusing world of personal insurance and KiwiSaver.
Freddy’s key takeaway from his time in the industry is that there is no such thing as an ordinary client. Each individual, couple or family has their own unique circumstances and priorities and requires thoughtful and targeted advice to ensure they walk away with the best possible plan at a price that is affordable for the longterm.
Frustrated by the industry’s love of jargon, sales tactics and weekly targets, he co-founded Precision with a clear goal: strip away the sales pressure, put education front and centre, and help Kiwi’s make informed decisions after reviewing all the options available to them.
Away from work Freddy is a keen gym goer, film buff and an avid NBA fan. Weekends are for relaxation, seeing friends and spending time with his partner and her mini-dachshund, Douglas.
Freddy Tennant
Director & Financial Adviser
Contact us
Whether you’re exploring your options for the first time or reviewing your existing plan, get in touch for a no obligation chat. We’re here to help.