Financial resources and news
Check in regularly for the latest financial resources and news. The financial industry is always changing, so we’ll keep you up to date about anything that may affect you, your family or your business. We’ll also post tips and advice about how to make your money work better for you.
Remember, if you have any questions, we’re always here to offer advice.
Sorting your finances during a separation
Separation and divorce sit among life’s most emotionally draining experiences. When shared property and finances are involved, the complexity can feel overwhelming. Knowing where to
Judy’s story: How health insurance supported her family
Our Mortgage and Insurance Adviser Judy Steiner shares the personal journey she and her husband Dan are currently facing, and how health insurance has played
Your emergency fund and insurance working hand in hand
If you’ve worked hard to build up a solid emergency fund, that’s something to be proud of. Having a financial safety net in place shows
What are insurance exclusions?
Life and health insurance plays a vital role in keeping your finances safe when the unexpected happens. What many people don’t realise is that not
Why Insurance Advice from a professional beats DIY
Insurance decisions can feel overwhelming. With banks offering seemingly convenient packages and online platforms promising quick quotes, it’s tempting to take the easy path. But
What is the difference between stepped and level insurance premiums?
One of the key components in considering your life insurance is short and long-term affordability. t’s discuss the difference between, ‘Stepped’ and ‘Level’ premiums and
Stacey Crispin has over 16 years’ experience in the financial industry
Your local mortgage, insurance and KiwiSaver Adviser, Stacey Crispin. In the rolling hills of Central Hawke’s Bay, where our tight-knit community thrives, Stacey Crispin from
Lessons you can teach your kids about money
Teaching your kids about money provides them with a toolbox that will be incredibly useful through life in making confident and informed decisions. The key
Client stories: Historical claim payouts
Cole Murray’s Insurance Advisers know insurance policies inside out. They often find, when making their regular reviews, that something has happened to their clients, and
Client story: Getting life insurance with an autoimmune disease
Hollie’s* story shows what can happen when you have an Insurance Adviser by your side. At 26, Hollie was diagnosed with Systemic Lupus Erythmetosis, a
Our Financial Advisers top tips for achieving your financial goals
Our team of friendly Financial Advisers have come together to share their ‘secret sauce’ for six common financial goals. Contact Judy 1. Saving more and
Reasons why an insurance claim may not be paid out
With so many details to pull together, insurance can be a complicated topic – especially if you’re not familiar with the jargon. Less than 10%