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The Life Assurance team have a desire to help individuals, families and businesses understand the difference between the various insurers and KiwiSaver providers available and why some do a better job at mitigating the risks we live with every day. Our aim is to help Kiwi’s make informed decisions – decisions that can result in additional millions being paid out over long-term claims, help attain retirement goals or that provide access to life saving non-Pharmac treatments unavailable from some insurers.
Insurance.
We all have the potential to face tragedy; unexpected accidents, major illnesses and debilitating events that have the ability to radically impact our financial wellbeing. That’s where the right insurance solution can step in, alleviating the effect of such circumstances and providing financial peace of mind. Unfortunately, not all insurance products are equal, but Life Assurance are here to help you untangle the finer policy wording or benefits available from the insurers, so you can be assured you have the best insurance at the right price. Life Assured.
If you would like a free review of your insurance’s – checking to confirm you have the best solution for your unique situation, contact Reuben and the team from Life Assurance today. With clients nationwide, we’re here to help whomever and however is required.
KiwiSaver.
Have KiwiSaver but not really know much about your provider? Perhaps you’ve settled with your employers default KiwiSaver scheme and are unaware you have the ability to easily shift your funds to a fund manager that more closely fits your values and retirement goals. Life Assurance can help you understand what companies your KiwiSaver fund is invested in (you might be surprised) and how your annual returns compare with other providers in the market.
Your KiwiSaver fund requires more than a ‘set and forget’ mentality. Your decision today has the ability to dramatically impact your long-term retirement goals. More than that, many Kiwis are surprised to find their fund manager is actively investing their funds into Adult Entertainment and Pornography, Fossil Fuels or Animal Testing. The good news is, you ‘can’ have the best of both worlds, responsible investing and good returns and we’d love to help with that – helping you feel good about your KiwiSaver investment.
For a free KiwiSaver review, contact Reuben and the team from Life Assurance and we’ll tee up suitable time to have a chat about your options and if needed, to help port your funds to a provider that better matches your investment and lifestyle criteria.
Helping clients become financially independent since 1997
Lead by experienced Financial Adviser, Daniel Carney – the Goodlife team develop innovative financial products and services to make sure our clients thrive financially in retirement. Far too many Kiwis retire dead broke. Current stats sit around 90%+ of Kiwis not being prepared for retirement. We’re here to help you retire well.
We help Kiwis with:
Residential Investment Property
KiwiSaver
Managed Funds
UK Pension/Oz Super Transfers – Zero fee transfer service
Mortgage Structures
If you’re planning to retire financially independent then you need the help of Daniel Carney and his team. Daniel brings energy and enthusiasm to the profession of Financial Planning. Helping any Kiwi family to learn the secrets that lead to the freedom of financial security.
A strategic plan should be based on:
Debt Reduction: Structure your debts correctly to get rid of the right debt in the right order as quickly as possible. Learn about: Good Debt vs Bad Debt. Interest Only vs Principal & Interest.
Wealth Creation: Invest across a diversified portfolio – Taking advantage of an age, risk, and goal-based approach to investing. Learn how leverage can boost your wealth ahead if utilised correctly. Get advice from a regulated investment expert on KiwiSaver, Managed Funds, and Residential Investment Property.
LifeStyle Protection: It’s one thing to growth your wealth, it’s another thing to protect it! Ensure you have a strong risk management/mitigation strategy in place running alongside your wealth creation.
Bill has been navigating the ups and downs of the financial world since 1997 and has always been able to come up with the best solutions for his clients. Bill is a keen observer and decision-maker with a focus on the needs of his clients. His clients are his priority and his personal commitments are second. He has learned all the loopholes and tricks to get the businesses and assets of his clients set up and assorted well.
During 30 years, Bill has made several changes in his services to match the needs of his clients. Whenever he meets new people he assesses their needs and expectations from their finances, he keeps taking notes to perform his duties better and implements them for others as well. Bill specializes in the field of investment planning techniques and top-notch customer service. He believes in making the right financial decisions at the right times on behalf of the clients. He does his work with utmost dedication and due diligence.
His financial consultancy is enriched with industrial experience and standards set by his long years of ordeals. Bill chooses only credible sources and options for investment with adequately formulated, managed, resourced ideas to provide his clients with nothing but the best. Not only does Bill have complete command of financial and investment advice, but he also takes into consideration the legal and judiciary outcomes and proceedings on a project so he will be able to help his clients with that as well.
When you’re searching for a financial advisor in Auckland, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial advisor in Auckland?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Auckland:
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the Auckland financial advisor to ensure they’re the best fit for your needs. There is an easier way to find a financial advisor: using Best Financial Advisors helps you mitigate most of the hard work. We provide curated lists of trusted and reputable financial advisors Auckland residents hold in high regard.
Before you begin the process of locating an Auckland finance adviser, you want to be sure the advisor you choose is right for you. All of our Auckland financial advisors are highly rated and carry a proven success rate. However, you may want an advisor who specialises in an area that’s custom-tailored to your goals.
Every financial advisor on Best Financial Advisors carries a wealth of experience and expertise. However, each advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the advisor you’re choosing is best for you. Best Financial Advisors helps you cut out the research phase of this stage by providing you with advisors and their listed specialties. Simply look at the adviser’s profile for the “best for” section to find an advisor that matches your needs.
All of our Auckland financial advisors are licensed, Licensed, highly reputable, and discoverable through FSP Registration. When we choose what financial advisers to provide to our customers, we go through a strict process of research that includes looking into an advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident you will have no problem finding an adviser who fits your needs and can get the job done.
