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fine print leaves many uncovered (NZ HERALD ARTICLE)

April 18, 2016

A very interesting read...NZ Herald have written a very good article around cover and its fine print. This article reminded me of the importance of understanding exactly what you are paying for in cover and asking your adviser all the hard questions...Click on the link below to read: Source: … [Read more...]

Filed Under: News

Sovereign’s new boss named!

March 2, 2016

Finally named!http://www.goodreturns.co.nz/article/976503909/sovereign-s-new-boss-revealed.html?utm_source=GR&utm_medium=email&utm_campaign=Sovereign+reveals+its+new+boss … [Read more...]

Filed Under: News

Partners Life Receive 5 Stars In The Beaton Survey

July 22, 2015

Partners Life has been named the Insurance Provider of the Year at the PAA Excellence Awards for the second time in the company’s four-year history. Friday, June 12th 2015, 3:20PMPartners Life managing director Naomi Ballantyne says to receive the award twice in three years is profoundly gratifying … [Read more...]

Filed Under: News

Call to require all advisers to live by code

July 20, 2015

All advisers should be bound by the Code of Professional Conduct that applies to authorised financial advisers, it has been claimed.The Code of Professional Conduct for Authorised Financial Advisers drives the way advisers operate their businesses.It contains a range of requirements they must abide … [Read more...]

Filed Under: News

Adviser firms need to evolve for the future…

July 9, 2015

Kepa chief executive Jeff Page around 20 firms that are members of the group have been working on a plan to develop a corporate model.He also says with changes in the industry, adviser firms and dealer groups need to evolve.“We are actively working on building a corporatised business model,” he … [Read more...]

Filed Under: News

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