worry about financial issues - talk to experts

Make sure your future is protected, talk to an expert

Jul 7, 2021 11:26:50 AM / by HealthCarePlus

Matariki is a season that is connected to the health and wellbeing of people and it's a time of renewal and for looking towards the future and how you’re progressing into that future. 

We know that worries over financial issues have a big impact on wellbeing and so it's important as we look to the future to make sure that we have our affairs in order and that could be making a will or reviewing your insurance, and at HealthCarePlus we have you covered. 

 

Talk to an expert 

 

HealthCarePlus have a nationwide team of financial advisers who can provide you with personalised advice about which of our Health, Life or Disability plans are best suited to your needs.

Our Representatives are financial advisers contracted to HealthCarePlus through Monument Insurance. Monument has been our appointed business partner since the early 1990’’s to provide financial advice to our Members on life and health insurance products (HealthCarePlus as a Society is not legally able to provide financial advice).

Our HealthCarePlus Representatives regularly visit schools and colleges throughout the year.  So, if you would like to book a visit at your place of work click here.

Or they can also meet with you (and your partner) after work to discuss your individual needs, prepare personalised plans and assist you with applying for any insurance to address those needs.

They will be your ‘go to’ person to ensure the plan remains suitable and to help with any serious claims.

 

School Holidays is a great time to have a chat with your HealthCarePlus local representative.

 

The insurance industry is awash with insurance jargon and complex policy wording.  The role of your local HealthCarePlus Rep is to demystify the insurance jargon, compare complex policy wording and then tailor bespoke solutions that meet your family’s needs.  The good news is that their services are at not cost or obligation to yourselves.

The good news is that if you are in the education profession, mid year holidays are just over a week away.  So if you have any questions about your insurances and or the services your local HealthCarePlus Rep can provide they are happy to assist. 

Our HealthCarePlus Reps regularly tell us that:

“My clients in the education profession prefer to meet during the holidays as during the term time, they are just too busy with work issues to take the time to focus on their and their family’s financial health and wellbeing.”

If this sounds like you, maybe now is the time to book an appointment to meet up with your local HealthCarePlus Rep just click the button below.

BOOK A FREE, NO OBLIGATION CHAT

 

Making a will is easy and affordable

 

It's a shocking statistic but over half of all New Zealanders don’t have a will in place, stemming from the mistaken belief that they don’t need one and that their assets will go straight to their family members or that wills are too costly and take up too much time.

Most of us don’t like to think about what happens after we pass on. Avoiding that uncomfortable topic, though, is part of why roughly 1,500 New Zealanders die intestate, or without a will, every year. 

According to The Commission for Financial Capability having a will and/or Enduring Powers of Attorney are important in helping New Zealanders build their financial resilience

So we’ve partnered with Public Trust, New Zealand's largest provider of wills and estate administration services to provide our Members, access to their new online platform that makes it easy to get a will, enduring power of attorney and statement of wishes sorted from the comfort of your own home. 

If you want to find out more about how to set up a will online  and how you can get your 15% discount visit the site here.

 

Tags: Financial Resilience, Estate Planning