It’s big cheque time again!
Lovely surprises for lucky clients

March 28, 2022News

  If you’ve followed this newsletter over the years, you’ll know we love giving out big cheques! We cherish the chance to surprise one of our clients with a gift out the blue. It’s always a special moment when we get in touch with the news – and even more fun when we turn up … Read More

The people behind the policies.
Gayle’s story.

October 5, 2021News

It can be difficult for people to understand the incredible difference an Income Protection policy can make particularly when life forces an unexpected and often tumultuous change. “I’m too active to get sick” or “I’m too healthy to be off work” is still the default mode of thinking for many. This is why it helps … Read More

Cheque this out!
More happy winners from our big barrel draw

September 14, 2021News

With this issue comes an opportunity to share the good news of the recent winners in our Big Barrel Draw. We are happy to announce that Anita Brunt was the winner of our recent Big Barrel Draw in Auckland. Anita arrived to pick up the prize with her granddaughter Harley, the pair meeting with our … Read More

Corporate control.
Is ‘dead peasant’ insurance still a thing?

September 12, 2021News

Did you know that, since the 1980s, many companies in the United States regularly took out life insurance policies on their staff without ever telling the employees about it? Payouts in the millions were collected, all without the policy subject ever knowing… In New Zealand companies can take out insurance policies on key employees, a … Read More

New financial advisor legislation.
What you need to know.

August 24, 2021News

The FSLAA legislation came into effect in 2021, As much of our work focuses on providing our clients with expert advice and clear guidance on financial matters we now work under the standards set out by this legislation. The Financial Services Legislation Amendment Act 2019 (FSLAA) introduced a new regulatory regime for financial advisers in … Read More