Our Blog

When you take out a life, health or income insurance policy, you’re counting on it being there for you when you need it. But mistakes can mean you don’t have the cover ...

Put yourself in my shoes. I’m a financial adviser and I have a client who comes to me and says that they want to put all their life, money and time into ...

Insurance is one of the few things in life that you hope you will never really have to use. But every year, thousands of New Zealanders do call on insurers when they ...

Bad advice is really expensive

With interest rates stuck at record low levels it’s not difficult to be sucked into investments offering higher rates. “You rose like a big fat trout”. That’s what Glyn's father used to ...

In NZ, insurance has a role to play in most stages of our lives. What we need when we’re young can be quite different to what’s required as we get older. Here’s ...

Is money in the bank actually that safe? Did you know that banks play musical chairs with 1 chair and 12 players? They lend out approximately 12 times the amount of money ...

Everyone knows how life insurance works but do you know how trauma insurance works? Life insurance pays out if you die. But what happens if you get cancer and you don’t die? ...

It's sad giving advice to rich widows. Year after year it goes on. Different client. Same story. They’ve retired, downsized, cashed up and have been sent to us for advice on how ...