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Author: Stacey Bancroft

Feel free to contact us to have a chat

What is a financial plan? (and how it can help you do things!)

Financial Planning in New Zealand can be confusing, but we’re here to make things perfectly simple for you. After all, it’s as easy as knowing

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26 years as a Life Insurance Adviser – Jeremy Cole

Founding Director Jeremy Cole celebrates 26 years as an Insurance Adviser this month. Whew! Over that time so much has changed, but certain truths have

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Client story: Life Insurance Adviser to the rescue

Our client was making a trauma insurance claim after being diagnosed with a serious illness and, when things couldn’t get much worse, her claim was

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Take our advice: get onto your KiwiSaver savings!

Still haven’t got KiwiSaver sorted out? Perhaps you have an account, but aren’t contributing much or are still confused by it all? Well, now’s the

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3 signs you need an Investment Adviser

Although there is nothing wrong with investing money yourself, many people lack the information or access to a diverse range of products to do it

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How keeping your life insurance premiums level could save you thousands!

Finding your life insurance premiums are going up each year? Here’s something we want everyone to know about how much it’s really costing you. Let’s

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Are the banks’ insurance policies inferior?

Last month a Kiwi couple in Australia made headlines after suing ANZ for racial discrimination. Their life insurance fine print meant the policy would never

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Helping to get Kiwis on the right financial path

Cole Murray launches Hawke’s Bay’s first complete financial planning service! Hawke’s Bay’s first complete financial planning service has been launched by Cole Murray, providing Kiwis with a

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Investing your KiwiSaver money with a social conscience

Did you know that you can choose to invest your KiwiSaver money in a ‘socially responsible’ fund? What does it all really mean? Let us

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Client story: Getting on the property ladder just in time!

Local grandparents secure their first home with the help of Cole Murray’s mortgage and insurance advisers. With 30 grandkids and two of their children still

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Why is financial planning important?

The goal of any good financial plan is to set you on the path to achieving the lifestyle you require throughout your life. Most importantly, financial

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Changes to the Health & Safety Act could be leaving you exposed

Important changes to the Health & Safety Act 2015/16 are now in effect, altering how we should manage our risk. This affects everyone in business

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