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 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 […]
How to make the most of your KiwiSaver investment
KiwiSaver is one of those things nestled away accumulating money without much thought. But could it be working harder for you? It’s a powerful tool that can play a significant part in your overarching wealth strategy. It’s deducted before you see it (if employed), is contributed to by your employer, includes free money from the […]
What is Policy Ownership?
The ownership of a life insurance policy may seem like a straightforward matter, but there are actually several different types of policy ownership. Each policy ownership has its own risks and benefits, whichever one your policy falls under, your insurer needs to follow the associated laws. Changes in policy ownership are possible, but there is […]
