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What do you do when the  world gives you pumpkins?<br>Make pumpkin pie…

What do you do when the world gives you pumpkins?Make pumpkin pie…

April 2, 2022

When the weather starts to turn you know it’s time for dessert and (in the Northern hemisphere at least) nothing says Autumn like pumpkin pie. With the leaves turning on the trees (and pumpkins on special) there’s no time like the present for New Zealand to embrace this North American staple. Easy to make and … Read More

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

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

March 28, 2022

  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

Multiple choice?<br>An expanded provider range  is always the right answer…

Multiple choice?An expanded provider range is always the right answer…

March 14, 2022

    Variety isn’t just ‘the spice of life’. When it comes to getting the best insurance policy to cover you and your family, variety is useful, helpful and, sometimes, quite valuable. This is why we’re proud to announce that our range of options has recently expanded. Eric James & Associates has recently signed an … Read More

Changing life insurance policies.<br>Why it can be a-ok to hold and stay

Changing life insurance policies.Why it can be a-ok to hold and stay

March 10, 2022

  Should I stay or should I go? In the words of The Clash, it can be difficult deciding whether to stick with what you’ve got – or move on to something new. Different is not always better – but neither, necessarily, is the status quo. And so, we’ve got to let you know… There … Read More

The people behind the policies.<br>Gayle’s story.

The people behind the policies.Gayle’s story.

October 5, 2021

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! <br>More happy winners from our big barrel draw

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

September 14, 2021

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.<br>Is ‘dead peasant’ insurance still a thing?

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

September 12, 2021

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

The best way for the cookie to crumble <br>The perfect recipe for uncertain times

The best way for the cookie to crumble The perfect recipe for uncertain times

August 28, 2021

  There are two things we know about life for sure. (1) It is often difficult and challenging, with nobody really knowing what will happen next. (2) Any stress from (1) can generally be prevented with delicious cookies. Is there anything more satisfying than a warm, chewy cookie straight out of the oven? This quick and … Read More

New financial advisor legislation.<br>What you need to know.

New financial advisor legislation.What you need to know.

August 24, 2021

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

Push out the stress. <br>Challenging times call for proactive measures.

Push out the stress. Challenging times call for proactive measures.

April 5, 2021

  Modern living is stressful and, annoyingly, it seems to be getting more stressful by the day! We are inundated with the chaos of busy lives as well as non-stop work and family commitments. Throw a global pandemic into the mix and it’s no wonder the stress levels are rising.  Stress is one of those … Read More