Life Insurance in New Zealand: What You Need to Know
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.22.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Conversations about death aren’t easy. Most of us would rather not think about it – but planning ahead can make all the difference for the people we love. That’s why we’re shining a spotlight on […]
Why a Will Matters in New Zealand
A Will gives you control over how your assets are distributed and who is responsible for carrying out your wishes following your passing. It also helps your family avoid unnecessary delays and legal costs. From 24 September 2025, the threshold for probate – the legal process where the High Court validates a deceased person’s Will […]
Why Income Protection Insurance Matters: Alex’s Story
Income protection insurance isn’t something most of us think about – until life takes an unexpected turn. For Alex, a healthy, active Kiwi, that turn came in early 2024 with a terminal cancer diagnosis. Suddenly, everything changed. A Life-Altering Diagnosis In early 2024, Alex was diagnosed with a rare and aggressive form of cholangiocarcinoma. Caught […]
Protecting Retirement: Planning For The Unexpected
We all hope and wish for our ideal retirement; spending more time with friends and family, chasing a long-overdue passion project or relaxing on extended overseas holidays. Whether retirement is in the distant future, just around the corner, or you’re already there, you’ll know how essential it is to plan and prepare – not just […]
Keeping clients centre stage: A spotlight on Nicola Rundle
Finding insurance cover that suits your needs might sometimes feel complicated, but it doesn’t have to be. The role of an adviser is to make the process simple – so you feel empowered to make an informed decision about your situation. If you’ve ever wondered what it’s like to work with a financial adviser, we […]
Answering Your Burning Questions About Income Protection
Let’s be honest – for many of us, insurance can feel like a bit of a grudge purchase. We often question whether it’s “worth it”, mostly because we hope we’ll never need it. Many of us carry a “she’ll be right” mindset, just assuming things will sort themselves out if anything goes wrong. And we’re […]
How might New Zealand be impacted by the US Tariffs?
If you’re following the news around the US Tariffs, it’s likely you may have questions about what this means for you and your financial plan. To recap what’s been happening, the US has imposed tariffs on China, Canada and Mexico. In response, retaliatory tariffs have been promised by these countries, causing further concern for consumers […]
Elections and Interest Rates: The Distractions that Derail Success by Mel Cooper
At the time of writing this post, many await the results of another highly publicised American election cycle. An incendiary media has created endless concern over economic shifts and potential changes in interest rates following the election – and for many of us, this noise can be an all-consuming distraction. However, letting these uncertainties dictate […]
Wealth creation – Is property investing right for you?
We grow wealth for many reasons: to create options, retire comfortably, improve security, or help the next generation. Whatever your reason is for growing wealth, there are many pathways towards achieving wealth. What’s suitable for you depends on a variety of factors. However, we often get asked whether property investing is a good option. With […]
Market Volatility and Staying the Course
In recent weeks, global equity markets have experienced significant volatility, with prices falling by around 5% since mid-July. This sudden drop, driven by various factors including unexpected rate changes by the Bank of Japan and softer-than-expected U.S. labour market data, has undoubtedly caused concern among investors. In times like these, it’s easy to lose sight […]
