Making a Claim

October 29, 2018

How to make a claim swiftly and easily

We take out insurance to cover us at times when we need it. But when it comes time to access our cover, the process of making a claim can be a time of uncertainty and overwhelm. Can I claim for this? Which forms should I use? How do I lodge the claim? When will I receive my ...
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Budgeting Tools

September 12, 2018

Make friends with your budget

When it comes to money matters are you a saver or a spender? Do you keep elaborate spreadsheets accounting for every cent spent or are you more prone to burying your head in the sand and not giving much thought to where your money goes?We often associate the word ‘budget...
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ACC

ACC – Accident Compensation Corporation – is a no-fault scheme that covers both New Zealand residents and visitors to the country. The scheme provides financial compensation and support to offset costs incurred by anyone who has been injured in an accident, regardless of...
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Is a managed fund for you?

Investing in property is not for everyone. Some don’t want to deal with maintenance, pay rates, insurance, property management, and everything else owning property entails. Others are simply looking for a faster return on investment (ROI).   Property investment is no...
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Selling your home?

June 12, 2018

Top Tricks of the Trade

Whether you are selling your home to upsize or downsize, you want to make sure you get top dollar. If you’re about to put your home on the market, then you’ll want to read these tips to ensure you maximise the return on one of your biggest investments. 1. Make a Great Fi...
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Why you need to regularly review your insurance

When was the last time you reviewed your insurance policies? A recent study found only 41% of people had reviewed their cover in the last two years. If you’re one of the remaining 59%, this could mean that you have the wrong cover for your current needs. You might have gap...
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Reporting life changes

The Greek philosopher, Heraclitus, said that the only thing that is constant is change. And we can’t argue with that.Sometimes we plan changes, while other times they occur unexpectedly. Major life changes include: getting married having a baby adoption gaining/losing a de...
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Buying a home Buying a home is exciting. You discover your dream home and immediately envisage moving in. Maybe you’ve already started mentally renovating and decorating it to your taste. However, before getting caught up in all the excitement and signing on the dotted li...
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Be aware of scams

For many people it’s an easy distinction to make, but scams continue to succeed because people continue to fall prey to them. Phishing Phishing is an attempt to trick you into revealing personal and sensitive information via email or an internet site.  Who hasn’t ...
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Your 4-Step Plan for a Successful New Year

The beginning of a new year signals a fresh start. Every year we resolve to..........Making resolutions is easy. So too is breaking them. Keeping to them is the challenge. Follow this easy 4-step plan to break the cycle and enjoy a successful year ahead.1. Look Back Before ...
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