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It’s no wonder that we invest in insurance to protect our homes. We put a lot of time and energy into making them comfortable, and we invest a lot of love in making them ours. A home is so much more than the walls that surround it and the furniture that fills it. Of course, …

What’s your biggest asset? You Read More »

Keeping your KiwiSaver top-of-mind makes sense. If you’re familiar with the basics, but could do with expanding your KiwiSaver knowledge, read on for five (of the many) things to know… About your first-home deposit One of the advantages of KiwiSaver is that you can dip into your KiwiSaver funds to boost your first-home deposit, reducing …

Five things to know about KiwiSaver Read More »

It goes without saying that nobody likes to be locked into a mortgage for longer than they need to be. If you’ve been thinking about what you’d rather do with your mortgage repayments, it might be time to build a strategy to say goodbye to your home loan sooner. Here’s some food for thought as …

Like to pay off your home loan faster? Read More »

Don’t forget we’re here – for queries, concerns, plans or just a plain old natter. Working with an adviser isn’t like going to Briscoes and buying a toaster. Odd statement? Perhaps, but the point is that advice isn’t a transaction, it’s a relationship. The pace of life is astoundingly busy these days, and often it’s …

Are you making the most of advice? Read More »

When life throws a curve ball or two and you need to claim on your insurance, having the knowledge, expertise and guidance of your insurance adviser makes all the difference. It’s your adviser’s job to guide you through the process; to help you understand what you can claim; to represent your interests with the insurance …

Your Insurance Adviser and Claim Time Read More »

High property values and competition between buyers has made the task of securing the keys to a new home particularly tricky. In this kind of market, home buyers can find themselves focusing on simply securing the lending they need, rather than spending some time thinking about how to best structure their mortgage for their short …

Building a bespoke mortgage – just for you. Read More »

When a loved one is diagnosed with a terminal disease, it is one of the hardest things you and your family can go through. Claire shares her heartfelt experience about how having Sovereign Income Protection and Life Insurance helped her family keep going. This is not what anyone wants to happen, but it does happen …

Claire’s Experience with Sovereign Income Protection and Life Insurance Read More »

The NZ Public Hospitals are trying to cope with the increase in cancer treatments, but still, many people have at least a 3-month delay in getting treatment started, this process can be shortened by having Health Insurance in place to shorten some of the procedure times to get treatment. There is currently approx. 25 people …

A Very Good Reason to Have Health Insurance for Cancer Cover, Or Any Cover Read More »