COVID-19 and investments
Covid-19 is obviously a health issue but it has economic and investment consequences too. The disruption caused to the global economic system in an attempt to fight the spread of the pandemic has affected financial...
Covid-19 is obviously a health issue but it has economic and investment consequences too. The disruption caused to the global economic system in an attempt to fight the spread of the pandemic has affected financial...
At the time of writing, there are no blanket exclusions for COVID-19 or any other pandemic in life, trauma or income protection policies in the insurance companies we use. Any claim arising from COVID-19 would...
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 you expect. Here...
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 developing an investment...
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 hit a crisis,...
Throughout history, people have been sucked into investments offering higher rates. “You rose like a big fat trout”. That’s what Glyn’s father used to say when he teased me into reacting to one of his...
In New Zealand, 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 a rough...
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 that they have...
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? Lots of cancers...
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 to invest and...
© 2024 Castle Trust Financial planning. All Rights Reserved. Disclosure information. Privacy Statement.
