by Theo Simeonidis | Apr 22, 2025 | Insurance Advisors
Because insurance advisers are your best advocate you should keep them informed! It is sound practice, for all quality insurance advisers, to undertake a periodic “warrant of fitness” insurance review. This is to ensure that clients’ existing personal insurances...
by Theo Simeonidis | Apr 14, 2025 | Income Protection
When asked what their most valuable asset is, most people will instinctively say their house, car or boat. In reality, for most people, their most valuable asset is their ability to earn ongoing income. This is why income insurance is so important....
by Theo Simeonidis | Oct 21, 2024 | Finance, Insurance Advisors
The world of financial services advice is rapidly changing, not always necessarily all for the better! Impersonal, automated “robo-advice’ is now upon us. This is advice generated by a computer program, based on the information you provide. I personally doubt that...
by Theo Simeonidis | Oct 14, 2024 | Medical Insurance
Two years ago, I was approached by Tracey, a 60-year-old woman who asked me to review her existing insurances. Tracey had a “shared cover” medical insurance plan, meaning that in the event of a claim, the insurer would pay 80%, and she would pay the remaining 20%....
by Theo Simeonidis | Sep 19, 2024 | Insurance Advisors
Different people are motivated by different goals in life. Therefore, sometimes we find ourselves in certain situations that we never anticipated. In December 1988, the then Government gave approval for the importation of the predatory channel catfish into NZ. The...
