by AdviceFirst | Mar 8, 2021 | Client Story, New Zealand Financial & Business Advice
Recently we helped Helen*, aged 61, review her current insurance policies. Helen has had Trauma cover since 2002 and as part of our standard process we explained her policy back to her so she could more easily understand what she was covered for. During this...
by AdviceFirst | Jan 26, 2021 | New Zealand Financial & Business Advice
In November we were granted our Transitional Financial Advice Provider Licence. This licence is an important milestone and is required as part of new legislation that is coming in to practice from March 2021. This legislation aims to improve access to high quality...
by AdviceFirst | Jan 26, 2021 | Personal Advice
If you ask New Zealanders about their experiences during the COVID-19 lockdown(s), you’ll get a wide range of responses. Stress and worries about family, jobs and the economy, not to mention the virus itself and the implications for the world in general. There’s no...
by AdviceFirst | Jan 19, 2021 | New Zealand Financial & Business Advice
Written by Martin Hawes – Director and shareholder, Lifetime Retirement Income Negative interest rates. Now there’s a phrase that would turn any income investor’s blood to ice. Things are bad enough now but what will it be like if we have to pay the bank to look...