Did you know: get it right from the start
We ask adviser Fiona Keenan for her top insurance tip. Fiona is widely known in rural communities throughout the South Island, resulting from her agribusiness-focused career and identification with rural New Zealand.
As a business owner, you’ll know that life and business insurance forms part of a long-term protection strategy for your business, but did you know that making a change to your strategy because your insurance was wrongly structured early-on can be a costly exercise? This is where good advice comes in. Your insurance adviser should form part of your trusted advisory group - like your accountant. Make sure your appointed adviser knows your industry inside out, and sets up regular reviews so they are kept up to date with any changes in your business. This way, you can ensure your personal and business risk management plans are always current in case you ever need to make a claim. After all, that’s what the cover is all about - making sure the business and family are protected if the unexpected happens.
Disclaimer: The information published here is not financial advice. At Fidelity Life, we try hard to make the information we publish accurate and helpful to you, but we cannot guarantee its accuracy and we aren’t liable for any action you take as a result.
At Fidelity Life we believe strongly that financial advice should be tailored to your needs, and that you should get your advice from a professional financial adviser (which we are not). We can help you find a financial adviser in your area if you would like advice.
The information published here shouldn’t be taken as an endorsement of the author.