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AIA Wellbeing Study: Hybrid working can increase performance if boundaries are strong
Insurance

AIA Wellbeing Study: Hybrid working can increase performance if boundaries are strong

Financial adviser Leelee Stone says if she could give people working from home one tip it is to hire a personal assistant.

Andrea Malcolm
Fri, Aug 16th 2024 01:20PM
Life advisers need to actively review legacy policies

Life advisers need to actively review legacy policies

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[OPINION] What is ‘suitable’ life advice?

[OPINION] What is ‘suitable’ life advice?

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nib launches AI-driven symptom checker

nib launches AI-driven symptom checker

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Fidelity survey: most Kiwis haven't consulted an adviser

Fidelity survey: most Kiwis haven't consulted an adviser

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Asteron Life to back adviser learnings from global MDRT conference

Asteron Life to back adviser learnings from global MDRT conference

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Fidelity says its new e-app already making a difference

Fidelity says its new e-app already making a difference

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Are trauma products still fit-for-purpose?

Are trauma products still fit-for-purpose?

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FANZ: all life insurance contracts should be consumer contracts

FANZ: all life insurance contracts should be consumer contracts

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Fidelity Life makes mortgage cover enhancements

Fidelity Life makes mortgage cover enhancements

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Observations from the FAP monitoring insights report

Observations from the FAP monitoring insights report

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The importance of emotional intelligence

The importance of emotional intelligence

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Ballantyne joins dealer group

Ballantyne joins dealer group

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Policyholders between 50 and 59 cost AIA the most in claims

Policyholders between 50 and 59 cost AIA the most in claims

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Fidelity Life Career connect scholarship recipients aim to boost adviser diversity

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Leg up given to get more diversity in adviser industry

Leg up given to get more diversity in adviser industry

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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?
6 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.
6 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.
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.
1 week ago Regan Thomas