In the day-to-day hustle of life, which we are lucky to be back in the midst of in New Zealand, preparing for the future can fall off the to-do list. Having an up-to-date will is hugely important to make your passing easier for your loved ones, provide for your dependents, and ensure your assets and taonga are distributed as you want them to be. Don’t know where to start? Our article outlines what you need to think about, and we can send you a handy template to help you plan.

Disclosure is the foundation of the relationship between an insurance provider and client. While rare, if a claim gets denied it is usually the result of a non-disclosure – even if the non-disclosure was accidental. Understanding disclosure, how it works, and what happens if you make a mistake is key to a successful claim.

Best wishes,

David Jochem
Registered Financial Adviser
Insure Limited
(03) 379 5400
0800 87 88 88

Follow Us to Win

Follow us on Facebook for tips, advice on insurance and mortgages and industry news – and be in to WIN a $150 Prezzy Card!

To enter, Like us on Facebook.

For every friend you invite you get a bonus entry, and another bonus if you add this post to your stories.

Understanding Disclosure

Every industry has its jargon, and insurance isn’t any different! One of the key terms to know and understand in our industry is disclosure. What is it, how does it work, and what happens if you make a mistake? READ MORE …

How To Write a Will

Having an up-to-date will makes everything easier for your loved ones and means your assets and taonga are distributed as you wish and without unnecessary delay. So how do you write a will? READ MORE …

Business Owner?
Take our 2 minute
Financial Health Check

Take our Financial Health Check now