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Insurance boosts mortgage business
Insurance

Insurance boosts mortgage business

Adding insurance to a mortgage broking business has been good for national group the Kiwi Mortgage Market (KMM).
Fri, Jul 11th 2008 12:27PM
Overcoming client indecision and procrastination

Overcoming client indecision and procrastination

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Service offering to ease admin burden

Service offering to ease admin burden

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8 reasons why you should use independent product analysis

8 reasons why you should use independent product analysis

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Secrets to attracting more affluent clients

Secrets to attracting more affluent clients

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TOWER rolls out low-cost group health scheme

TOWER rolls out low-cost group health scheme

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ING Life's new product

ING Life's new product

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See how they compare

See how they compare

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Leveraging technology for better client service

Leveraging technology for better client service

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Tower slashes premiums

Tower slashes premiums

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Cost of making life policies PIE compliant

Cost of making life policies PIE compliant

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Income protection insurance traps

Income protection insurance traps

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Proposed new rules for life companies unveiled

Proposed new rules for life companies unveiled

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AIG launches needs analysis tool

AIG launches needs analysis tool

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Tower's health business in good shape

Tower's health business in good shape

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Fidelity gets behind risk advice software

Fidelity gets behind risk advice software

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Latest Comments
[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?
On a slightly different matter. A friend of mine owned a business and made enough to afford to purchase a property (office cum warehouse) for his business. I asked why don't he buy instead of rent? He said his accountant told him to rent, don't buy, to reduce his tax. He heeded his accountant's advice. 30 years later, he retired, his cash savings was nowhere near the value of the property he didn't buy. Had he purchased the property, at least he has two options - rent out the property for his retirement income or sell it and realise the capital gain (no tax) which far exceeds the tax savings during his business trading years. Penny wise pound foolish, eh?
1 week ago W K
[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?
Great article and points made, Andy. I had to explain recently and demonstrate these very points to a very senior professional trustee. I was instructed by the trustee to "make the portfolio tax efficient." I guess, from a CA point of view, that made sense to her. As luck would have it, the newly appointed CA completing the accounts didn't quite see it that way and agreed with my advice and your article.
1 week ago John Milner
Lessons for life insurers from 1918
Remember that New Zealand did not have bodies overwhelming morgues in the midst of the pandemic so we didn't see a spike in deaths - unlike a lot of other countries. Hence no panic to get cover.
1 week ago Mark Stone
Competing with fintechs the way to go
If an adviser has their own FAP license, why would they risk having their client’s data (basically their whole business) held in an aggregator owned CRM?
1 week ago Valkyrie Vulcan
Should KiwiSaver hardship applications be centralised?
It should be that onerous. It's a retirement scheme. not a fix the car scheme not a bail out your bad choices scheme the temptation for it to become so grows as balances grow. And KiwiSaver reules must resist it. Every year there will be a new record for withdrawals, because there will be more in it to take, and more people looking to use it. That's not a failure, that means it works.
2 weeks ago Regan Thomas