Insurances

A grudge purchase? - Insurance works - believe it or not

Many people see any kind of insurance as a grudge purchase.  At Moneyworks we refer people to a specialist fire and general insurance broker to get help with their house, contents, car, boat, professional indemnity insurance.

But we specialise in advising our clients on their personal insurances.  Life, Trauma, Income Protection, Health/Medical insurances.

Over the last two years we have had over 15 successful insurance claims from our clients on trauma, total and permanent disability and income protection insurances, none were turned down because we helped our clients to fill in their application forms properly with full disclosure and with their claims.

In addition to the many health insurance claims that our clients have had, the claims from these policies have been almost life changing for our clients.

Insurance works, and it can make a big difference to you achieving your goals if something goes wrong along the way with your health.

Lindsay Duncan - Wellington

The AMP claim on Jo's income protection policy is now totally complete - the money is in the bank.  AMP were a pleasure to deal with - even in the pre-Christmas rush.  I repeat what I wrote below because I cannot say enough about the good that came out of you selling Jo the policy in the first place - "the figures are the best news I've had in a long time.  That policy of Jo's has been a real blessing.  You thoroughly deserve everything good that will ever happen to you."

She focuses on what success is for that person - it is different for different people and she helps me to define and stay true to my own definition of success.

Cyndy and Mark Kehoe - Turangi and Fielding

A quick email to say thanks so much for your help with Marks Trauma Insurance.  Its not a great way to get extra funds but it is really helpful to know that the money is there if we need it.

Everything went without a hitch especially when you see so much bad press about Insurance Companies. You were really helpful coming around home for the forms/signatures as Mark was not allowed to drive at the time. I wanted you to know we are both really thankful for the cover.  It was getting hard to pay the premiums, but so happy we kept it up even with reducing the cover to make premiums easier at the time. Thanks again

Getting your unclaimed Australian Super back to NZ

For a number of years, you have been able to bring your Australian Super back to New Zealand IF you are retired and past the age to access the super OR if you put it into your KiwiSaver. The processRead more

Elder Abuse - help your family hold on to their money

A recent Stuff article reminded us about how invasive and destroying elder abuse can be.  Read more here about the 92 year old who was 'cleaned out' of $500,000 - ‘She cleaned him out’: FamilyRead more

The Great Wall of Trees

A giant wall of trees that is being built across Africa is making a huge contribution to the UN’s Sustainable Development Goals. The 16 km wide wall of trees, bushes and shrubs crosses Africa’sRead more

Welcoming a new team member - Grace

Grace joined Moneyworks as our Administration Manager in 2021 and works part-time.  While Millie Moneybot (our robot) does most of the routine administration, there are still a number of things thatRead more

Sustainable Investing - Climate Change and human activity and how investing can help slow down change

At Moneyworks we use the shorthand terminology 'Ethical Investing' to cover a range of investing styles that can also be referred to as 'Sustainable', 'Responsible', 'ESG (Environmental, Social,Read more

​ Banks being held responsible for fees, conduct and lending practices

Our banks are an integral part of our lives and pretty much hold us hostage with their fees and decisions, unless we choose to be part of the barter economy, or become self sufficient, we will alwaysRead more

How to retire - well, how to get ready to change your life

Our byline on our logo is 'Helping you get to and through retirement - ethically'. Yes, this is mainly about making sure that you have enough money to enable you to retire, and that if somethingRead more

Should New Zealand Superannuation continue to exist as it is?

Moneyworks was established in 1997, which was the same year that the referendum on compulsory superannuation was held as a result of Winston Peters negotiations to form a Government.  ThisRead more

Should adult children be able to challenge their parents wills?

You will have seen the headlines in the media about families at war over their parent’s wills.  The arguments of the Green familyRead more

The Dow Jones turns 125 years old

If you have been investing for some time - even it has just been in KiwiSaver, you will know that markets go up and down in value depending on market events, but over time they do increase.  This isRead more

Cyber Security issues and protections are getting far more important

As your financial adviser, we work with you to reach your goals, in particularly to get you to and through retirement - ethically (for those who want ethical investments).  But a big risk to yourRead more

Abuse of people knows no limits

We all know the stories of people being abused within closed doors, and New Zealand has the Family Violence Act (was Domestic Violence Act) to recognise the harm that abuse incurs. Email and socialRead more
 

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