Empowering Your Financial Journey: A Spotlight on Andre de Almeida
Helping clients see their financial potential is a true point of pride here at AdviceFirst. As our business grows and evolves to serve your financial needs better, we love welcoming new people to our team of advisers. We’re delighted to introduce our most-recent addition, Andre de Almeida. Continue reading to learn more about Andre. […]
Preparing for the Unexpected: The Value of Trauma Insurance.
We know that planning for the unexpected isn’t easy, especially at a time in your life when you are healthy and well. But despite the best intentions around leading a healthy lifestyle, a major medical event could sneak up on you when you least expect it. According to the Heart Foundation NZ, 175,000 Kiwis live […]
Income Protection Insurance: A Guide for Different Life Stages
If you were given just one car for your entire lifetime, would you do everything you could to keep it well-maintained, running smoothly, and protected? New data released by the Financial Services Council (FSC) reveals that while 98% of homeowners have insured their home, and 95% of car owners have insured their car, only 20% […]
Meet the team – Willie Moala
Navigating the world of insurance isn’t always simple but searching for an appropriate policy that’s fit for purpose doesn’t need to be complicated. With the help of our advisers, you can be assured that what you’re getting works for your situation. If you’ve been wondering what it’s like to work with a Financial Adviser, we […]
What you need to know about the new tax rules for trusts – by Stuart Baddeley
If you have assets held in a trust, you may be affected by the upcoming change in how they’re taxed. To ensure you’re up to date with everything trust and tax related, we’ve compiled a few key points on what you need to know and how you can be prepared for the change. For […]
Our top tips for long-term investing – by David Gumbley
Successful investing is not an overnight achievement but a life-long journey requiring patience and discipline. We know it’s easier said than done to just rely on patience, particularly when there have been many ups and downs throughout the share markets’ history. But over the long term, it can be a rewarding journey and a vehicle […]
What You Need to Know About Life Insurance
Mention the words ‘life insurance’, and many people grow a little weary. Discussing, planning or simply thinking about your passing is not easy – but it’s essential. Avoidance won’t change the inevitable, or provide a solution, and putting a plan in place can make all the difference in your loved ones’ financial situation during a […]
Meet the team – Chantelle Neely
When you work with AdviceFirst for your insurance needs, you receive more than just advice. You receive support from a team of experts who can walk with you along your policy lifetime. We want to introduce you to one of our expert Case Managers, Chantelle Neely. Our case managers work tirelessly behind the scenes, […]
Setting yourself up for financial success
There’s nothing like the satisfaction of a fresh start at the beginning of a new year. Everyone approaches New Year’s resolutions differently; they might involve healthy eating, more exercise, or spending more time with the family, but how much thought have you given to your financial resolutions? Here are a handful of simple tips for […]
Elevate Your Financial Future with enable.me Coaches
The enable.me coaches don’t work in generating sales, they work in generating success – below you’ll hear insights from a few of our coaching team into how they do what they do best, and why they love working with their clients every day.
