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NEWS

Just What The Doctor Ordered?

Earlier this year, we received notification from a client who wanted to cancel his cover because he thought it was too expensive. Our Adviser, Dean MacLeod, met with the client to review his policy and situation. Dean takes up the story. “First, I completed a ‘needs...

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GREAT EXPECTATIONS

From rain on a long weekend, to the bargain-priced toaster that gave up the ghost after only a couple of months, sometimes we don’t quite get the outcome we hoped for or expected. When it comes to insurance, we think it’s essential that the cover you pay for is right...

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Happy Health Retirement

A common question for people approaching retirement is “Should I keep my health insurance?” AdviceFirst Financial Adviser James Polson says people are concerned about the cost of their premiums but also worried about not having cover. It’s true that the cost of health...

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Great News! Claim Your Kiwisaver Government Contribution

It’s that time of year again; time to ensure you receive up to $521* from the Government in Government Contributions into your KiwiSaver account. It’s easy, the Government pays 50 cents for every dollar you contribute annually, up to a maximum payment of $521.43. To...

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ESG – Busting The Myths

Responsible investment is gaining in popularity in New Zealand as investors seek to align their investment choices more closely with their values. Central to the investment decision-making process is taking into account Environment, Social, Governance (ESG) or ethical...

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B’N’B Careful

You may have heard of the new generation of ‘sharing businesses’ which let people list, find and rent accommodation or holiday homes for a fee. It all happens online. AirBnB in particular is becoming very popular with home or bach owners who see it as a clever, easy...

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Advisers are available on request and free of charge.