It's Good To Know

 Welcome to your Educational Resource Centre

 

Want to know more about money matters or feel more confident about having a conversation with a financial adviser, then we've got you covered. 

We have put together useful, easy to understand information from trusted experts that can help you understand the world of money and help you make better informed decisions when it comes to finances. 

 
 

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Browse our library of guides, ebooks, practical tools, events and training aimed specifically at helping you protect what's important and grow your financial resilience.

 
 

— Want to know more about Insurance

 

insurance-pool

 

Insurance in all its forms can be confusing and stressful with jargon, exclusions and long application forms. So, we want to take the confusion out of getting protected and stop making buying insurance so hard.

 

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— Want to know more about Estate Planning

 

online wills & EPAs in new zealand

 

Having an estate plan is one of the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. So, we want to help make it easier to make that plan before it’s too late.

 

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— Latest Updates

types-of-insurance

Common types of Insurance (5 MIN READ)

Purchasing the right type and amount of insurance is always determined by your specific situation. Factors such as your age, health, and employment benefits play a role when you're building your insurance portfolio.

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What to consider when buying insurance (3 MIN READ)

Buying insurance is a big decision and can have huge implications on the quality of your life. That's why you should approach the decision in an informed and calculated manner.

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Career-advisor-chats

Get right advice from an insurance expert (4 MIN READ)

When buying insurance, having the necessary information gathered beforehand will make the process much easier. So before you commit to it, we suggest talking with a financial adviser

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