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

Autumn flavour
Our late season raspberry muffin recipe

March 26, 2021Life tips

  Make the most of the late-season raspberries with this quick and easy recipe. These delicious muffins are perfect for school lunchboxes, workplace morning tea, when friends unexpectedly stop by or, possibly, to simply hoard and feast on at home over a few days. You can substitute the raspberries for other berries, however it pays … Read More

Prepare for the best
Your insurance meeting checklist

March 21, 2021News

  Thinking of booking a meeting to discuss your insurance plans? Just like anything in life, the more prepared you are, the easier everything will go. It’s not a massive problem if you enter the meeting without the following in place. However it’s certainly a lot easier to avoid frustration or any unnecessary delays if … Read More