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THE ALLIOTT INVESTMENTS REPORT AUGUST 12, 2009
The key focus of Alliott Investments is the prudent and disciplined approach to the creation and protection of our clients wealth.
IN THIS UPDATE
- The importance of income protection
INCOME PROTECTION DOUBLES
Earning money through a salary or wage is the main source of income for most New Zealanders and this income needs to be protected.
A key benefit of income protection insurance is the ability to keep up with mortgage repayments.
According to AIG’s Life Matters survey the number of New Zealanders taking out income protection insurance has doubled since 2007. The survey which is conducted every two years found that, for the first time since the survey began, the threat of redundancy was rated as a higher risk compared with any other health issues.
This concern is reflected in the 77% increase in income protection insurance policies. Almost 1/4 of Kiwis now have income protection compared with 13% in 2005 and 2007.
To find out more about protecting your income contact Gerard Gill now or phone (09) 520-9200 to speak directly with him.
He also recommends reviewing your insurances every two years and is happy to undertake a review should you need one.
ALLIOTT INVESTMENTS ADVISORS
INSURANCE AND KIWISAVER ADVISOR GERARD GILL
Gerard is an insurance consultant who operates his own independent brokerage company specialising in both business and personal risk protection and KiwiSaver advice.
In 2008 Gerard was named Professional Investment Services (NZ) Adviser of the Year.
INVESTMENTS ADVISOR DAVID BURT
David is an independent investment specialist with responsibility for managing portfolios for many of Alliott NZ's clients.
He offers a consultancy service advising on such matters as reviewing the investment strategies of a family trust, appraising managed portfolios and calculating retirement or other personal funding needs.
David also can assist with the migration of UK pension funds to New Zealand and has found that, in most cases, a proportion of the funds can be immediately freed up as ready cash.
David Burt’s Disclosure Statement is available free of charge upon request.
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ALLIOTT NZ 109 CARLTON GORE ROAD NEWMARKET AUCKLAND
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