What type of Income Protection is best for you?
If an illness prevents you from working, will your finances and family be taken care of?
Why Diversity and Inclusion Matter
No longer just a trend, organisations are starting to understand and value Diversity and Inclusion in the workplace
What happens to your KiwiSaver Investment after you turn 65?
Learn how KiwiSaver can continue to support you after the age of 65.
Why are women missing out on retirement cash?
Despite saving more than men, women have less funds come retirement.
Help your people bridge the financial literacy gap
Financial worries are a key source of stress among workers, and COVID-19 has had an adverse impact on people’s stress levels and financial security. If your team’s wellbeing is important you, you should consider including a financial education component to your wellness strategy. A recent study by the Financial Services Council New Zealand found peoples […]
Trauma Cover – your Plan B
When you are fit and healthy and enjoying life, planning for a medical event is one of the last things on your to do list. Unfortunately, cancer, heart attack and stroke make up 90% of trauma cover claims and impact a vast number of Kiwis each year. According to SunSmart NZ, 80,000 Kiwis are diagnosed […]
Understanding your retirement investment projection
You have just received an investment projection from your financial adviser. On first glance it looks as though you’ll be running out of money in retirement. It’s been a long day and suddenly you feel an unwanted sense of panic. Stuffing the report into the folder marked “retirement”, you head to the couch and pick […]
Trauma insurance – help when you need it most
Nobody likes to think about serious illness or injury, but putting the right insurance policies in place will help protect your finances should you find yourself in these situations. One of our clients, James*, 61, was diagnosed with prostate cancer over a year ago. As you can imagine this was a very challenging time for […]
Sustainable Investing or greenwashing?
Sustainable investing is becoming increasingly popular with more and more Kiwi’s showing their interest in the environmental, social and human capital impacts of the funds they are investing in. Due to this demand several funds have sprung up that are labelled “responsible”, “ethical” or “sustainable”. But do they really live up to label or is […]
How we are helping Kiwis with their future
Recently we helped Helen*, aged 61, review her current insurance policies. Helen has had Trauma cover since 2002 and as part of our standard process we explained her policy back to her so she could more easily understand what she was covered for. During this conversation, Helen mentioned she was diagnosed with a critical illness […]
