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THE ALLIOTT INVESTMENTS REPORT DECEMBER 16, 2009
The key focus of Alliott Investments is the prudent and disciplined approach to the creation and protection of our clients wealth.
SEASON'S GREETINGS AND HAPPY HOLIDAYS !!
With Christmas fast approaching and the end of a challenging year not far away the team at Alliott's would like to wish our valued clients Season's Greetings and best wishes for a prosperous New Year.
The Alliott NZ offices will be closed from 3pm on Thursday December 24, 2009 and will reopen on Monday January 5, 2010.
IN THIS UPDATE....
2010 INSURANCE CHECKLIST
As we come to the end of 2009 our thoughts turn to planning for next year. Part of that planning should include reviewing your financial affairs.
Included in this review should be your personal insurance.
Here is a handy checklist -
- Provision for a cash sum on death to enable family members to maintain lifestyle – education, debt, homecare
- Provision of cash on diagnosis of critical illness or injury e.g. cancer, heart attack
- Provision of monthly income, if unable to work, to meet living expenses including mortgage
- Medical insurance to cover private healthcare
If you have a gap in your cover or want to know if you are adequately covered, contact our insurance specialist Gerard Gill on 09 520 9200 or email him here.
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 and 2009 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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enquiries@alliott.co.nz
