How are we doing?

How are we doing?

We're always keen to find out from our clients what we are doing well and what we need to improve on. 

We want to provide you with services that meet your needs and the ongoing support that you require to meet your changing circumstances over the years ahead. Our relationship with you is a partnership and if there's something we can do better, we'd love to hear from you.

Brexit: What's next?

Brexit: What's next?

Britain’s decision to exit the European Union (“Brexit”), followed swiftly by UK Prime Minister David Cameron’s resignation, creates considerable economic and political uncertainty. It will be some time before we know all the answers. The negative market reaction to the narrow victory (52% vs 48%) for the “Leave” camp has been exacerbated by markets going into the referendum expecting exactly the opposite outcome, a narrow “Remain” victory.

Be extra careful on the roads...

Be extra careful on the roads...

With a large increase in motorists during public holidays, we'd like to take this opportunity to encourage you to be extra careful on the roads.

Each year our insurers see an increase in claims for collisions over public holidays. In fact, over the last five years claims over the Easter holiday period have spiked by around 10% compared to the weekly average for the rest of the year. Last year was particularly bad with Easter collision claims about 19% higher than the weekly average.

Do we care more about our belongings than ourselves?

Do we care more about our belongings than ourselves?

Figures on how New Zealanders spend their insurance dollars show we value our belongings more than we do ourselves.

Research undertaken by EY reveals New Zealanders spent 5.5 times more on non-life insurance premiums in 2011, than we did on life insurance premiums. 

Kiwi's strange insurance claims revealed

Kiwi's strange insurance claims revealed

Contents insurance covers more than just TVs, mobile phones and jewellery -- as a new list of curious claims released by AA Insurance proves.

In the last few years, it's paid out for a damaged jade cabbage sculpture, a stolen horse massager and a foldable electric skateboard

How would your family cope financially if you got cancer?

How would your family cope financially if you got cancer?

You’ve probably made a smart decision to protect those dearest to you with Life Insurance. But could you afford to pay the bills and medical fees if you were debilitated by a life threatening illness or injury? That’s why you need Trauma Cover.

Skytower vs Clocktower....who wins?

Skytower vs Clocktower....who wins?

Auckland – the land of opportunities….or is it? What’s the real cost of living in Auckland when compared to a province like Marlborough? While statistics have some limitations, let’s use them to have a look at three key considerations for those looking for somewhere to settle

Is it a good idea to get financial advice online?

Is it a good idea to get financial advice online?

Is getting financial advice online a good idea?

Watch Paul Henry and Blair Vernon from AMP discussing online financial advice, what the risks are and how to make the best decision for your future.

Do you need a Financial Adviser?

Do you need a Financial Adviser?

Where would we be without experts? We’d have houses falling down because the owners didn’t use an engineer, computers breaking down because no one knew how to maintain them – and a lot of people financially worse off because they didn’t get expert financial advice.

What’s a KiwiSaver member tax credit?

What’s a KiwiSaver member tax credit?

To help Kiwis save, the NZ Government may put a little extra contribution into your KiwiSaver account. This is called a Member Tax Credit.  Watch this short clip from AMP to learn more…

Planning to retire or planning to survive retirement?

Planning to retire or planning to survive retirement?

The costs of living are constantly increasing – food, rates, power and heating, phone, rent or mortgage repayments – you name it, just covering the basic bills is getting expensive. Which means that once you retire and income reduces, keeping up with things becomes even harder.

Changes to tax treatment for foreign superannuation

Changes to tax treatment for foreign superannuation

Some significant changes have been made to the tax treatment of foreign superannuation funds. If you have already transferred a foreign pension scheme to NZ or are still considering transferring one, you need to consider the implications of these changes.

Choosing a KiwiSaver provider

Choosing a KiwiSaver provider

How to choose who to invest your KiwiSaver money with. Here’s a list of providers in New Zealand. Think you can make this decision on your own? Off you go then – close your eyes and stick a pin in the page – that’s the one to go with! Not.

You probably have these questions, among others…What’s the difference? How do I know which one to go with? What does it mean? Does it matter?

Relax – pick up the phone and make an appointment for a coffee with us – oh and a chat about KiwiSaver. We have it all sorted – who offers what and why and which is best for you based on your goals and aspirations. Core Advice – at the heart of your financial matters.

Making sense of health insurance

Making sense of health insurance

Horror stories of people paying huge amounts for healthcare overseas when they find out that they aren’t covered by their insurance are all too common. As are the many stories we don’t hear about large premiums being paid but then when the need arises, the policy does not cover what you really need it to. By then it is too late.

Check out what the Health Funds Association  of New Zealand have to say about health insurance…….you can read it here..

While this article gives great information, the best thing to do to make sure your insurance is there for you when you need it, is to talk to someone independent who really knows this stuff inside out. And not just from one provider, but across the many companies in New Zealand who offer health insurance. Contact Us for further information.

introducing NiB health insurance

introducing NiB health insurance

At the end of 2012, nib acquired TOWER Medical Insurance Limited (TOWER Medical), and in October 2013, nib was launched in New Zealand.

Do I need to get a registered valuation on my home?

Do I need to get a registered valuation on my home?

With the change from ‘area replacement’ to ‘sum insured’ cover for house insurance, many people are struggling to determine an appropriate amount of insurance to have in place on their home. So, is the default amount specified by the insurance company enough?