Phone: (07) 929 4471
Phone: (07) 929 4471

Random conversation and insurance at work pays off for our client

Recently we had a client meet with Sally as part of our service regime. The client happened to mention that he had an operation a while ago and had returned back to work and really this was no big deal in his eyes.

On coming back to the office Sally suggested that I give them a call and get some more information.


Are you ‘gonna’ get some financial advice?

Blair Vernon appeared on Paul Henry talking about how financial advice is among the most important you will get in your life.

Financial advice is among the most important you will get in your life. Crucial money decisions could help or hinder you now and in the future.

AMP advice and sales director Blair Vernon told the Paul Henry programme a lot of people opt not to seek financial advice due to “apathy”.


Current Volatility in Global Equity Markets

In light of the media commentary around the World economies & share markets, I feel it would be useful for you to read this brief overview from AMP Capital.  Our view is ‘don’t panic’ and stick to your plan.

Give us a call or send Paul an email if you want a catch up or a discussion with Paul. 


Tomorrow’s plan your family will thank you for ….

When it comes to money, many of us like to have things that are useful and valuable; a nice car to get around in, a home in a good street, a large TV to watch the game on or the latest smartphone and tablet… the list goes on.

We also see the value in protecting these things.


“When it comes to social media often you’ll get wacky advice”

The digital age has changed how people obtain information when making financial decisions, but personal advice is still important when getting the best outcome for you.

For more on this, Paul Henry was joined this morning by AMP advice and sales director Blair Vernon.

“Often it’s wacky advice. The internet is a great information source and comparative stuff.


The importance of having a “Will”

Mortality isn’t something many of us like to consider too often at any stage of our lives.

But regardless of how old you are, having your personal affairs and plans in place in case the worst-case scenario strikes as just a smart idea.

So why is a will so important?

AMP advice and sales director Blair Vernon joined Paul Henry to tell him why.


FMA warns public to be wary …..

FMA warns public to be wary of misleading advertising promoting “risk-free, money-back investments”

Media Release
MR No. 2015 – 05
27 February 2015

The Financial Markets Authority (FMA) is warning people to beware of a company offering a risk-free, high-return investment programme.

The company trades as Eco Investments Group and the FMA warns anyone dealing with them to exercise extreme caution before obtaining any financial services, or acquiring any financial products.

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