His business partner died suddenly. The buy-sell agreement meant the business survived
Two business owners, ten years in, sixty staff
If you're in business with someone, this conversation is overdue.
The diagnosis came at 47. The insurance meant she could focus on getting better
Sarah
Trauma cover pays you at diagnosis, not death.
Retirement at 60 instead of 67 — and a portfolio to prove it
Linda and Paul, Christchurch
KiwiSaver optimised, debt restructured, investment property acquired.
The income protection claim that meant they kept everything
Craig, Wellington
Serious illness. Six months off work. Not a single missed mortgage payment.
From renting to owning — 18 months earlier than expected
Sarah and James, Auckland
Pre-approval secured, deposit strategy restructured, $12,000 in bank cashback negotiated.
Got a question that isn't answered here?
Talk to us. First conversation is always free.