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Reviewing Your House, Contents, And Vehicle Insurances

Regular reviews with your adviser are important for several reasons:You can make sure that your cover is adequate and up to date. Your adviser can help you assess the value of your assets and the risks you face and recommend the best policy for your needs. You may need to increase or decrease your sum insured, add, or remove items, or change your excess or limits.You can save money and avoid overpaying. Your adviser can help you compare different options and find the best deal for your budget. Y...

Regular Business Insurance Reviews

If you own a business, you know how important it is to protect your assets, your employees, and your customers from various risks and liabilities. That’s why you have Commercial Insurance, right? But do you know if your current policy still meets your needs and expectations? Or are you paying too much or too little for your coverage?Commercial Insurance is a dynamic insurance that needs to be reviewed and updated regularly to reflect the changes in your business and the market. Here are some o...

KiwiSaver, Investing In Your Future

A lot of people think of KiwiSaver as a “savings account” that they can’t access until they turn 65 or if they’re buying their first home. It becomes a bit of a back burner subject, “I don’t know who my fund manager is”, “I don’t know what I contribute”, or, “I don’t know what sort of fund I’m in”.  KiwiSaver isn't a savings account, it is an investment that is contributed to by yourself, your employer, and the government. It has gains and losses as markets fluct...

The Importance Of Reviewing Your Mortgage

A Mortgage will probably be the biggest financial commitment you’ll make in your life. Making sure it’s on track and understanding how it works, what you’re paying, and if there are ways to pay it off faster, is very important.Your financial situation changes over time, as do rates and housing markets. Having reviews with your advisor can help you through upcoming fixed-rate renewals and working out repayments. Reviews can help you decide if now is the time to split some of your mortgage o...