GoodReturns | NZ’s financial adviser news-item centre

It's time to get serious about advice

I was challenged the other day when I was told, "you have to stop thinking about financial planning as being something unrelated to life insurance advice".

Jon-Paul Hale

Tue, May 4th 2021 11:20AM

If in doubt - disclose

4 min read

Have you been thinking enough about qualifications?

6 min read

Things we really haven't been thinking about too much

6 min read

Client servicing is a big issue under the new rules

4 min read

Getting cross over Cancer cover

3 min read

Guaranteed medical cover policy wordings

5 min read

Pros and cons with life policy structures

5 min read

'Bullying' banking conduct

4 min read

Privacy and process why it is crucial to your business

10 min read

Does liability for advice stop when clients are sold?

7 min read

Covid-19 changes discussions with clients

5 min read

Hunters v gathers in the new world

6 min read

Should you stay, or should you go?

8 min read

Level five isn't the big issue for advisers; It's something else

7 min read

Tied Agency 2.0 – spelt out

6 min read

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