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Meet the team – Willie Moala

Meet the team – Willie Moala

Navigating the world of insurance isn’t always simple but searching for an appropriate policy that’s fit for purpose doesn’t need to be complicated. With the help of our advisers, you can be assured that what you’re getting works for your situation. If you’ve been wondering what it’s like to work with a Financial Adviser, we had a chat with our...

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What you need to know about the new tax rules for trusts – by Stuart Baddeley

What you need to know about the new tax rules for trusts – by Stuart Baddeley

If you have assets held in a trust, you may be affected by the upcoming change in how they’re taxed. To ensure you're up to date with everything trust and tax related, we’ve compiled a few key points on what you need to know and how you can be prepared for the change.   For context From April 1st, 2024, the income tax rate for Trusts will...

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Our top tips for long-term investing – by David Gumbley

Our top tips for long-term investing – by David Gumbley

Successful investing is not an overnight achievement but a life-long journey requiring patience and discipline. We know it’s easier said than done to just rely on patience, particularly when there have been many ups and downs throughout the share markets’ history. But over the long term, it can be a rewarding journey and a vehicle to build...

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Navigating the investment landscape of 2024 – By Melanie Cooper

Navigating the investment landscape of 2024 – By Melanie Cooper

Investing in the share market has its ups and downs, but overall it can be a promising ride towards financial success. It requires mindful risk management, but not to the detriment of your financial goals. 2023 taught us the importance of resilience and adaptability in the face of uncertainty. At the start of the year, we saw commentary on supply...

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What You Need to Know About Life Insurance

What You Need to Know About Life Insurance

Mention the words ‘life insurance’, and many people grow a little weary. Discussing, planning or simply thinking about your passing is not easy – but it’s essential. Avoidance won’t change the inevitable, or provide a solution, and putting a plan in place can make all the difference in your loved ones’ financial situation during a time of grief....

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Meet the team – Chantelle Neely

Meet the team – Chantelle Neely

When you work with AdviceFirst for your insurance needs, you receive more than just advice. You receive support from a team of experts who can walk with you along your policy lifetime.   We want to introduce you to one of our expert Case Managers, Chantelle Neely. Our case managers work tirelessly behind the scenes, servicing your policy,...

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