Thoughts and Opinions
8 Estate Planning Essentials
Death may be considered final by some, but the complex affairs that must be attended to after a person’s death is far from final and may cause ongoing personal and legal complications….
Succession Planning
In New Zealand there is a huge economic concern in relation to the baby boomer business owner heading for retirement. There is the potential for a whole lot of businesses to come flooding on the market, devaluing it’s sale price or closing shop full time…
Is Your Will Up-To-Date
Anyone with kids needs Wills or at least one Will. Let's say you’re married and you and your spouse are killed in an accident, who do you want to raise your kids?…
Planning Ideas for Blended Families using Life Insurance
Blended families are not unique in New Zealand. In fact over the last 60 years, there has been a significant shift in family structures…
How to Make a Claim
Helping our clients with their claims, big or small, is the most important part of our job as an insurance adviser.
Claims can be a mystery and confusing if you have never had a claim before…
Financial Security if a Critical Illness or Trauma Strikes
Who do you know that has suffered from a heart attack or cancer in their working lifetime? No one ever expects it to happen to them, but imagine hearing the news that you have a serious medical condition…
The Simple Things in Life are Free
The other day my 5yr old son said “Dad, can you buy me a kite?” Fair enough request on a picture perfect Auckland day with no wind and nothing to do. Then I had a thought….
Why Life Insurance
Looking after those important to you in the event of your or your partner's untimely death means providing them with the financial stability to cope…