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The Adviser Platform offers general insurance add-on
Insurance

The Adviser Platform offers general insurance add-on

The Adviser Platform is offering a new fire and general insurance option for advisers.

Tue, Oct 1st 2019 09:08PM
Govt not throwing baby out with bathwater: Ballantyne

Govt not throwing baby out with bathwater: Ballantyne

3 min read
What SMEs think of life insurance advisers

What SMEs think of life insurance advisers

3 min read
RBNZ needs more resources, not more powers: Bascand

RBNZ needs more resources, not more powers: Bascand

6 min read
Advisers feeling overwhelmed by change and scrutiny, group says

Advisers feeling overwhelmed by change and scrutiny, group says

2 min read
Commission structure may need Govt intervention: FMA

Commission structure may need Govt intervention: FMA

4 min read
Insurer response 'not good enough'

Insurer response 'not good enough'

5 min read
Southern Cross Health Society turns around deficit

Southern Cross Health Society turns around deficit

2 min read
[GRTV] Happy Clients, Loyal Clients

[GRTV] Happy Clients, Loyal Clients

0 min read
Adviser ordered to pay $1,000 after 'dragging heels'

Adviser ordered to pay $1,000 after 'dragging heels'

2 min read
[GRTV] A taste of MDRT Global

[GRTV] A taste of MDRT Global

1 min read
Accuro launches mental health tool

Accuro launches mental health tool

2 min read
Three complaints about advisers

Three complaints about advisers

2 min read
Kiwis face 'trade-off' buying insurance

Kiwis face 'trade-off' buying insurance

3 min read
Partners Life axes volume-based incentives

Partners Life axes volume-based incentives

2 min read
IFSO backs adviser in misselling claim

IFSO backs adviser in misselling claim

2 min read
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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?
3 days 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.
4 days 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.
5 days 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.
1 week ago Regan Thomas