What are the BIG insurance mistakes?

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 are three of them.

Failure to disclose information to the insurance company

When you’re applying for a new insurance policy, the more information you can give us and the insurance company, the better. That’s why we take so much time and trouble filling in the application forms!

Focusing solely on the cost of the insurance premium

It’s tempting to go for the cheapest insurance policy. But you may find this backfires if it doesn’t give you the insurance cover you need. That’s why we use special software to compare the small print (as well as the price) from different insurance companies.

Not understanding your insurance policy

An insurance policy document can be an intimidating piece of information. While efforts are being made by insurers to make them easier to understand, many people don’t actually know what their insurance wording says. Ask us – that’s what we’re here for.

Your better financial future starts here

Your better financial future starts with a conversation with one of our financial experts. We offer 30 minutes free consultations to help give you peace of mind that we can help you where you need it most.
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Contact

Richmond office: 278 Queen Street, Next to the Library
Phone: 03 544 1428
Motueka office: 217 High Street, Opposite Elevations
Phone: 03 528 4184
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