Contact us: 021 590 308
501 Willowpark Road, Hastings
With children returning to school this week as we all get used to life under Alert Level 2, I thought it was timely to reflect on the last seven weeks and share with you some of my personal experiences, and what this time together as a family has taught me. There have certainly been some..Read More
Each insurer in the market has various products that have various features and benefits. These are too numerous and complex to list here and are part of the reason engaging a good adviser is important, as they can assist you in making sense of these; what might be best for you and matches your situation...Read More
We recommend that you make sure you have protected yourself and your loved ones by creating your must-have documents: a will, a living revocable trust, a financial power of attorney and an advance directive and power of attorney for health care. For some of us, issues related to becoming ill, or ultimately dying, can be..Read More
Around 1500 people die in New Zealand every year without a will. But what happens to your assets if you haven’t spelled out what you would like to happen? Research by trustee company Perpetual Guardian has found there are plenty of misconceptions: One in four people believed their assets would automatically go to their next..Read More
1. WHAT IS LIFE COVER? Life insurance is an insurance that pays a lump sum if you die or are diagnosed with a terminal illness. You should have Life Insurance if your family depends on you for your income as Life Insurance is designed to help your family pay costs that you would have helped..Read More
Decidedly not! But the other week a client of mine likened buying insurance to putting money down on a game of poker. Risk, according to him, was just the odds we’re running that something bad will happen. You’re betting against the insurance company. But as an insurance adviser that’s not how I see it. In his..Read More
Life insurance provides financial support and relief to your family in the event of your death. None of us ever want to think that we will need life insurance, but since you cannot predict your future, life insurance will provide some financial comfort for those left behind. The benefits of life insurance are many, but..Read More
With Christmas just around the corner, there will be parties galore to attend. Which generally means an increase in our alcohol and food consumption. So, here are 5 tips to survive the holiday party season with your waistline the same size and your driver’s license still firmly in your wallet. 1 – If there’s a..Read More
Have you just received your latest power or internet bill and been given a huge shock? If so, you’re in the same predicament as many other New Zealanders. Price increases have been aggravated by unusually wintry weather causing power bills to skyrocket. And, if your income is heading in the opposite direction because of a..Read More
Inexplicably, time seems to move faster as we get older. That means every day you put off planning the funding of your retirement is another day wasted. You could end up retired (planned or unexpectedly) with insufficient funds to retain your current standard of living. A new government study shows that only 10% of those..Read More