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Keeping clients centre stage: A spotlight on Nicola Rundle

by AdviceFirst | Apr 10, 2025 | Insurance Advice, Personal Advice

Finding insurance cover that suits your needs might sometimes feel complicated, but it doesn’t have to be. The role of an adviser is to make the process simple – so you feel empowered to make an informed decision about your situation. If you’ve ever wondered...

Are You About to Make the Most Expensive Withdrawal of Your Life?

by AdviceFirst | Apr 7, 2025 | KiwiSaver Advice, New Zealand Financial & Business Advice, Wealth Management

You’ve spent years building your KiwiSaver investment. You’ve watched it grow, ridden out a few bumps in the market, and now that you’ve reached 65+ you’re finally reaching the point where you can access it. But before you do anything… pause. Because withdrawing...

Answering Your Burning Questions About Income Protection Insurance

by AdviceFirst | Mar 28, 2025 | Insurance Advice, Personal Advice

Let’s be honest – for many of us, insurance can feel like a bit of a grudge purchase. We often question whether it’s “worth it”, mostly because we hope we’ll never need it. Many of us carry a “she’ll be right” mindset, just assuming things will sort themselves...

How might New Zealand be impacted by the US Tariffs?

by AdviceFirst | Mar 12, 2025 | Personal Advice, Wealth Management

If you’re following the news around the US Tariffs, it’s likely you may have questions about what this means for you and your financial plan.   To recap what’s been happening, the US has imposed tariffs on China, Canada and Mexico. In response, retaliatory tariffs...

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