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    Writings, musings and articles of interest around finance, insurance and a secure future.
    How sorted are your finances? Uncategorized
    April 17, 2018

    How sorted are your finances?

    A good adviser makes it easy to get all your ducks in a row. Getting…
    Regan
    Love0
    Lots of people moving to our region Uncategorized
    March 16, 2018

    Lots of people moving to our region

    If you have noticed a particular vibrancy and optimism around the area lately you are…
    Regan
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    Trips and falls – the top 10 most expensive travel claims bloginsurance
    March 7, 2018

    Trips and falls – the top 10 most expensive travel claims

    Southern Cross has published their top 10 most expensive claims for 2017. I sometimes get…
    Regan
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    Careful what you say bloginsuranceUncategorized
    February 25, 2018

    Careful what you say

    A young artist exhibits his work for the first time, and a well-known art critic…
    Regan
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    KiwiSaver results for 2017 blog
    January 31, 2018

    KiwiSaver results for 2017

    Morningstar have just published their quarterly KiwiSaver report. KiwiSaver is now 10 years old.  The…
    Regan
    Love0
    AA highlights declining seatbelt use blog
    January 26, 2018

    AA highlights declining seatbelt use

    In their Directions magazine the AA reported that 100 people who died in the road…
    Regan
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    Credit cards and store cards – Read your statements very carefully blog
    December 5, 2017

    Credit cards and store cards – Read your statements very carefully

    Interest free can be a great way to buy stuff that you need, especially when…
    designomatic
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    I received an email from an insurance comparison website today blog
    December 1, 2017

    I received an email from an insurance comparison website today

    They were soliciting me, of all people! to “compare” insurance, be it life, or income…
    designomatic
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    Putting a price on advice bloginsurance
    November 15, 2017

    Putting a price on advice

    Kiwis love to DIY, especially when we can save a few bucks.  Right now we’re…
    designomatic
    Love0
    Relationships blog
    October 26, 2017

    Relationships

    I visited a few clients recently who have been with me for a decade or…
    designomatic
    Love0
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    Cover for MoneyTree Financial Services Ltd
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    MoneyTree Financial Services Ltd

    MoneyTree Financial Services Ltd

    We're here to help Palmerston North get the right insurance cover. Because it has to work when you need it. Life can be complicated. Insurance shouldn’t be.

    MoneyTree Financial Services Ltd

    4 months ago

    MoneyTree Financial Services Ltd
    The Greenhouse - Summer 2025 - ... See MoreSee Less

    The Greenhouse - Autumn 2026

    mailchi.mp

    As we move into autumn, I’d like to take a moment to thank you for being part of our client community. We genuinely appreciate the trust you place in us to help protect what matters most to you and ...
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    MoneyTree Financial Services Ltd

    1 years ago

    MoneyTree Financial Services Ltd
    We did it again. On Sunday we voluntold a few Generate KiwiSaver Scheme members to join us for a quick but chilly swim. The @generate_kiwisaver @itsliveocean mid winter dip.Last year we helped raise $38,000 and this year the target is $75,0000 #LiveOceanDip #dipwithgenerate ... See MoreSee Less

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    MoneyTree Financial Services Ltd

    2 years ago

    MoneyTree Financial Services Ltd
    The Greenhouse - Summer 2024 - ... See MoreSee Less

    The Greenhouse - Summer 2024

    mailchi.mp

    Time sure flies when you are having fun, and seeing as many new and existing clients as I can is always a great way to spend time. We have spent the latter part of this year managing several signific...
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