Helping you succeed in life's financial journey

Articles

How to recession-proof your finances

No one knows when the next downturn will be, but markets are cyclical so it’s important to make sure you are prepared. Here are a few things you can do - no matter what the financial climate.

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Why people in their 40s are having more health-related claims than ever before

Think Health and Income Protection Insurances are just for ‘older’ people? As Insurance data shows, your forties are actually a critical time to think about what cover you have, and what your need for cover will be in the future.

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Heading somewhere warm? Our top Travel Insurance tips

Are you planning your next overseas holiday? Make sure mishaps or medical needs don’t take the glow out of your holiday tan, by getting your Travel Insurance sorted before you go.

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Young and healthy? Four good reasons to take out Insurance now

The 'worst case scenarios' may not be on your radar yet, but there are plenty of reasons to consider Insurance at a young age.

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Local Wairoa lender on a bright new journey

Wairoa local and long-time bank employee, Tania Heighway has made the decision to branch out on her own as a qualified Mortgage and Insurance Adviser, back by Cole Murray. Find out more about Tania here...

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Seven good times to review your insurance

We’ve narrowed down the list to seven key life events that may trigger the need to review your insurance. Have you hit any of these milestones since your last review? 

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Our ‘secret sauce’ for six financial resolutions

Oh, New Year's resolutions – We never get tired of them. The problem is, even with the best intentions, they tend to quickly run out of steam. 

So why not make 2019 the year of ‘sticking to your financial plans’? Our Team of friendly advisers have come together to share their ‘secret sauce’ for six common resolutions.

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Buying Insurance online or from a bank? Three benefits you might be missing out on

If you're looking for the right insurance for your needs, online and banks' policies may look like a hassle-free option – but are they good value for your time and money? Here are three things our insurance advisers recommend you consider before going with the 'quick and easy' option.

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Leaving the nest: Helping young adults navigate their financial world

With high property prices, rising living costs and some degree of uncertainty about retirement, financial planning is a crucial skill to have.

So here are some crucial lessons you can teach your teenagers – with our help, if you want!

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How insurance advice helped us when it mattered most

We never want to see anyone have to use their life or trauma insurance. When life happened for this client we were at least able to help in a small way, and thought his words were worth sharing with you.

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