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As financial advisers, we are required to comply with the Anti Money Laundering and Countering Financing Terrorism legislation (AML-CFT).  This is why we regularly need proof of our clients identify, proof of residential address and proof of source of your funds.  At time...
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What if each year of your life was a jellybean?  How would you use your jellybeans?  What would you do in those spare years? This video gives you a tangible and visual method of thinking about your life planning, your goals and objectives.  When you have watched it, let ...
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Life insurance does work.  This story is from Nick about how the life insurance cover from Sovereign,on ...
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Since the second half of 2007 in New Zealand and then for the rest of the world in 2008, our economies, investment markets and the general environment has been through a tough time.  At times it was hard to laugh. But thanks to John Clarke (of Fred Dagg fame), spend 2 1/2 ...
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None of us want to die, or to think about dying, but if we have to die, wouldn't it be cool to die in some weird way? Check out these new and interesting 'dumb ways to die' in this promotional video clip.  This was made by Melbourne Metro Transit to warn people about the d...
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Or both?? Yes, this is brainfood time - literally. Take 4 1/2 minutes to watch this video and give yourself some time to think about how your brain works. ...
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Banking turmoil is set to be a feature of our global financial system for a while yet.  After the Global Financial Crisis started (in NZ it started in 2007) - there were discussions about whether this would be a single dip or double dip economic event.  However, the reper...
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This video was developed to help people think about their awareness of cyclists on the road.  But it can get you thinking about your awareness in other areas. Both myself and Peter and active cyclists- but I don't like cycling on the roads in New Zealand.  Our annual holi...
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With thanks to Sue, her family and Sovereign.  Sue was self employed and unexpectedly diagnosed with breast cancer through a ...
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