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Enduring Powers of Attorney
By Paul Carrick Commonly known as an EPA, this document appoints people to act for you when you cannot, including when you have lost your legal capacity to act. An EPA looks after you when you are st
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What is a Will?
Written by Paul Carrick A Will is a written document you create outlining your funeral preferences and nominating a person/entity (the Executor) to manage your assets, pay your debts/and distribute
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Proud supporters of The Kids Foundation
There are over 100 different childhood liver conditions and problems in young children, which are collectively known as Childhood liver disease. One baby each month is born with severe liver
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Wealthpoint Conference 2024
The team went down to Blenheim at the start of May for the annual Wealthpoint Conference, and celebrated Wealthpoint’s fifth year in business. We spent a few days down there, trying some of the loc
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Understanding General Insurance Claims
In this blog post, we’ll explore what general insurance claims are, how they work, and some tips to ensure your claims process is as seamless as possible. What is a General Insurance Claim? A
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A certain friend in uncertain times
You buy your insurance to give you certainty for when the unthinkable happens and when it is real. Once the initial shock wears off, the next thing is where the money comes from, and insurance
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The Advantages of Using a Mortgage Broker
The Advantages of Using a Mortgage Broker Over Direct Bank Negotiations When it comes to securing a mortgage, the process can be daunting, especially for first-time homebuyers. While approaching
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Making Informed Choices for Your Protection Plan
When considering your protection plan, it’s essential to understand the roles of brokers/advisers and direct options. Let’s explore the benefits and differences between the two. Advisers at the
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Maximise Your KiwiSaver with Expert Guidance
Navigating KiwiSaver: The Benefits of Engaging a Broker Managing your KiwiSaver account is an important aspect of financial planning in New Zealand, particularly when it comes to retirement savin
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