New financial advisor legislation.
What you need to know.
The FSLAA legislation came into effect in 2021, As much of our work focuses on providing our clients with expert advice and clear guidance on financial matters we now work under the standards set out by this legislation. The Financial Services Legislation Amendment Act 2019 (FSLAA) introduced a new regulatory regime for financial advisers in […]
Big occasions and small changes.
3 life events when you might forget to update your insurance.
The Scouts were onto something when they adopted ‘Be Prepared’, as their motto. However, as much as we’d love to live by this pearl of wisdom, life just doesn’t always go to plan. Big changes or big surprises happen and, in the chaos that follows, it’s easy to overlook the little things… like updating […]
Prepare for the best
Your insurance meeting checklist
Thinking of booking a meeting to discuss your insurance plans? Just like anything in life, the more prepared you are, the easier everything will go. It’s not a massive problem if you enter the meeting without the following in place. However it’s certainly a lot easier to avoid frustration or any unnecessary delays if […]
Partners Life in the public eye.
Greater transparency helps all
One of New Zealand’s leading insurance companies made the news in late September with the announcement that it will publishing more information about how it works, what it is doing to improve its service and how it helps our customers. Partners Life is one of our key insurance partners. In September they announced they […]
Prostate cancer awareness.
Jase the Ace leads the way…
Men – is prostate cancer a thingee you don’t talk about? As we come to the end of Blue September it’s worth looking back on the campaign and looking forward to the future (and making plans to ensure this future stays a healthy one). You may have noticed the Jason Gunn campaign ‘Prostate Cancer […]
Covid-19.
What you need to know.
The ever-changing Covid-19 landscape has brought uncertainty to many New Zealanders trying to plan for the future. No matter what lockdown level were at, Eric James & Associates are here for you. First, the most important thing: If you had cover in place prior to lockdown absolutely nothing has change. You are still covered […]
Coronavirus.
What it helps to know.
New Zealand has now begun to feel the effects of travel restrictions and quarantines, with serious repercussions on our industry and economy. With so much discussion we thought it wise to offer a simple overview because, as recent Guardian headline states, “Misinformation on the coronavirus might be the most contagious thing about it”. What is […]
Coffin control.
How one Kiwi’s idea travelled the world.
Yes, you’ve planned for everything financially. But what about the most pragmatic of decisions around your final resting place? Why not follow the lead of Katie Williams, who started a unique club in Rotorua back in 2010. New Zealand has given much to the world – jetboats, Lord Of The Rings films, pavlova, Phar Lap […]