Advanced Insurance Solutions

02/05/2024

It's that time of year again!

Did you know that if you having been paying premiums for income protection in the last tax year, you may be able to include these premiums in your annual tax return. Most insurance providers will send you a tax certificate automatically. Not all policies qualify for this, so if you are not sure, reach out to your adviser and they will be able to provide you with some guidance around this.

30/04/2024

And another one - Leith, thank you so much for an awesome review. It has been my absolute pleasure being part of this journey with you and I can't wait to see the next step for you.

28/04/2024

Love a 5 star google review! Thanks Jordan!

If you have been thinking about reviewing your current cover, feel free to reach out and have a chat.

And if we have reviewed your cover, but you haven't completed a google review, there's no time like the present. https://www.google.com/search?q=advanced+insurance+solutions&rlz=1C1GCEA_enNZ1056NZ1056&oq=advanced&gs_lcrp=EgZjaHJvbWUqDggCEEUYJxg7GIAEGIoFMgYIABBFGEEyCQgBEEUYORiABDIOCAIQRRgnGDsYgAQYigUyEggDEC4YJxivARjHARiABBiKBTIHCAQQABiABDINCAUQLhivARjHARiABDIGCAYQRRg9MgYIBxBFGD3SAQgzODczajBqN6gCCLACAQ&sourceid=chrome&ie=UTF-8 #

30/08/2023

Thinking about a new home? Reach out and have a chat with Scott - he’s only a phone call away!

Scott Miller has been a property investor for over fifteen years. 👏

He has a background in logistics, management, and finance. After spending 12 years in London Scott returned to New Zealand and completed the New Zealand Mortgage Broker Association’s entry exams, passing the exams by the highest score ever achieved.

Awards achieved since then include:

👍 Mortgage strategist of the year
👍 Highest settlements of the year
👍 Highest Lead generation of the year

Since then Scott has gone on to specialise in all aspects of mortgage related products, placing a particular interest in the requirements of the property investor. These include affordability, financial structures, tax efficiency, refinancing and restructuring of existing loans, and an extensive knowledge of all lenders products.

In early 2008 Scott formed Advanced Mortgage Solutions Ltd, and in this time has seen his company grow from strength to strength.

He now works with more than a dozen property related groups from Property Educators to Business Development Managers. His love for all things property is infectious, and his knowledge of how the industry works is impressive.

Scott currently owns property in Christchurch, Gisborne, and Fiji and loves being asked about it. 😆

07/08/2023

Do I really need to review my personal insurance? Check out our latest blog here!

www.advancedmortgagesolutions.co.nz/free-resources/blog/the-importance-of-reviewing-your-personal-insurance-coverage

06/07/2023

Do you know how to choose the right Insurance Adviser for you and your family? Check out our latest blog here with some handy tips.

https://www.advancedmortgagesolutions.co.nz/

https://www.advancedmortgagesolutions.co.nz/free-resources/blog/choosing-an-insurance-adviser/

Choosing an Insurance Adviser is an important step to getting the right insurance advice.

29/05/2023

Tax refund time!

Are you currently paying for income protection cover? Did you know that some forms of income protection are tax deductible? Have you been missing out for the last few years?

It's not too late. Talk to your adviser to check your policy.

23/05/2023

Here are some important points to consider if you're seeking financial advice. While social media influencers that talk about money matters may be free, they are not a substitute for personalised financial advice.

Unlike social media influencers, Financial advisers operate under a licence and are regulated by the FMA and must follow a professional code of conduct. While they may charge for services, Financial advisers must meet competency requirements to give advice and clearly explain what you will be paying. Financial advisers must make recommendations that are always in your best interests.

So if you're looking for financial advice, find a trusted adviser who's always in your corner, let’s chat!

17/05/2023

I would like to Welcome our new team Member Brooke Mackay to the Advanced Insurance Solutions Team.

Brooke is our most recent staff member who brings enthusiasm and a strong work ethic to our team. She is excited to embark on her career journey as an assistant in the insurance team. Brooke is eager to learn and contribute to the success of our organisation. She brings a positive attitude and a willingness to take on new challenges.

15/03/2023

Are you thinking about putting a lump sum on your mortgage. Check out our latest mortgage blog that addresses this question. Have some questions? Reach out to Advanced Mortgage and Insurance Solutions for a chat about your options.

Is making a lump sum payment against your mortgage a good idea?

Check out our new article here: https://www.advancedmortgagesolutions.co.nz/free-resources/blog/what-are-the-advantages-and-disadvantages-of-paying-lump-sums-against-my-mortgage/