What's best for you?

What's best for you?

We all have different needs when it comes to insurance and savings.  That is why there is a range of Fidelity Life products and services designed to meet these needs.

Personal insurance

Unless you are independently wealthy, everyone should consider life insurance as a way to protect and support those around you if in the unlikely event something should happen.

The purpose of life insurance for most younger families is to replace lost income in the event of the premature death or disability of one of the parents.

There are a number of different types of personal insurance.  The most common are:

Life Insurance:  This is insurance at its simplest - it pays out in the event of death.  Premiums usually increase annually, although level premium policies (with premiums that do not increase over the term of the policy) are also available.

Income Protection:  The policy is a flexible plan that will pay you an income should you be sick or disabled.  There is a range of features and additional options to allow you to customise the product to suit your individual requirements.

Critical Care:  This policy pays a predetermined lump sum on diagnosis of certain serious medical conditions or events.  There are two levels of cover, and the benefit is available either in conjunction with life insurance cover, or on its own.

Total & Permanent Disablement Cover:  This policy provides a specified lump sum if you become totally or permanently incapacitated - and therefore unable to earn your living - through injury or illness.

Business insurance

You are the most important asset of your business, so it is important that you get a tailored plan so you can protect yourself and your business partners if you are unable to work due to illness or injury.

Different types of cover to think about include:

  • Life insurance - to fund buy & sell agreements
  • Business Overheads insurance
  • Locum Cover
  • Retirement savings

Savings

Whether it is for a special holiday overseas, children's education, the deposit on your first house, or your retirement, at some stage in your life you'll want to save for a goal.

We have different products to suit different needs and timeframes, all returning high tax-paid returns.

KiwiSaver

For most New Zealanders there will be a considerable gap between what they want to spend in retirement and what they will receive from the state pension.  Whatever your desired retirement lifestyle, you'll almost certainly want to set aside funds to fund this gap and have financial independence in retirement.

The greatest risk most savers face is that they spend their retirement savings before retirement.  By locking in your savings, you ensure they will be there when you need them.

 
 
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