On Point Advisers - By Letisha Tan

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On Point Advisers - By Letisha Tan

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On Point by Letisha Tan. Independent insurance adviser helping Kiwi families and individuals get sorted with the right cover.

Life, health, income, trauma, and mortgage protection.

28/08/2025

From Redundancy Risks to KiwiSaver Wins — How to Stay Ahead - https://mailchi.mp/5734b3d7264d/kiwisaver-why-sticking-with-big-banks-could-be-costing-you-hundres-of-thousands-16536890

07/08/2025

One of the reasons I continue to recommend Generate KiwiSaver to my clients is simple – they consistently deliver.

Q2 was no exception – strong performance again across their funds, and it’s a big part of why Generate remains a leading KiwiSaver and managed fund provider in New Zealand.

If you're committed to investing for your future, performance like this matters. It’s not just about returns – it’s about having confidence in where your money’s growing.

Want to know if your KiwiSaver is still working hard enough for your goals?
Let’s chat. I’ll show you what’s possible. 💬

13/02/2025

Finance over Tea 🍵

Enjoying delicious yum cha at Pearl Garden Chinese Restaurant with mortgage expert Rachel Zhang!

We chatted about how interest rates are expected to fall, which could make borrowing easier for businesses and homeowners. But despite all the noise and uncertainty out there, managing your money always comes back to the basics—strong foundations, clear focus, and smart decisions.

The steamed pork buns and siew mai? Absolutely top-notch!

💬 What’s on your mind when it comes to finances? Let’s debunk money myths together—drop your thoughts in the comments!

03/01/2025

✨ A Decade of Dreams, Challenges & Triumphs ✨

As 2024 comes to an end, we find ourselves pausing to reflect—not just on this year, but on a journey that began 10 years ago.

What started as a small dream became a purpose that has shaped every moment of the past decade: empowering business owners to build financial security and live the lives they deserve.

It hasn’t been easy.

There were days when doubt whispered louder than hope, moments when setbacks felt like walls we couldn’t climb, and nights when we wondered if the vision was too big. But here’s what we’ve learned over 10 years: every struggle carries a lesson, and every challenge brings growth.

Life doesn’t get easier—you just get stronger. Growth begins when you lean into discomfort, face the storm head-on, and remind yourself of who you are and why you started. That’s what we did. We chose our hard. We chose to keep showing up, to push through the doubt, and to stand firm for the business owners, families, and communities that placed their trust in us.

And then, there was you.

You, our clients, partners, and supporters—you were our light in the darkest times. You believed in us, even when we questioned ourselves. You trusted us with your dreams, your livelihoods, and your futures. And because of you, we found the strength to keep going making 2024 our best year!

This year has been filled with moments that moved us:
💙 Watching business owners protect what matters most.
💙 Helping families navigate tough financial decisions with dignity.
💙 Celebrating every win, big and small, as if it were our own.

It’s your stories that fuel our passion. It’s your resilience that reminds us why we do what we do.

As we step into 2025, we carry with us not just hope, but unwavering gratitude. A special shout out to our co-supplier partners Generate KiwiSaver Scheme, and Partners Life who have been amazing supporters.

Gratitude for the lessons that shaped us, the challenges that strengthened us, and the moments that showed us what’s possible when we work together.

Here’s to a new year filled with:
🌟 Dreams that scare us into action.
🌟 Strength to rise when life feels hard.
🌟 Moments of connection, growth, and success—for all of us.

To everyone who has been part of this journey: thank you. From the depths of our hearts, thank you. We couldn’t have done this without you, and we are so excited to walk with you into the opportunities and adventures that 2025 will bring.

Here’s to building a brighter, stronger, and more resilient future together. 🥂

With love,
The On Point Financial Advice Team

20/12/2024

🎄✨ As the holidays approach, it’s time to relax, recharge, and reflect! But don’t forget to give your finances some love too.

Here are 3 doable financial moves to keep your future on track:

1️⃣ Set a holiday budget to avoid overspending—your January self will thank you!
2️⃣ Read up on investment options for 2025. A little knowledge goes a long way.
3️⃣ List 3 financial goals you want to achieve next year—starting small is still starting!

What’s one financial habit you’d like to carry into the new year? Share below!

09/12/2024

Helping my clients navigate their doubts and achieve clarity is the most rewarding part of what I do. Thank you for trusting me with your journey—your success is my greatest motivation!

24/11/2024

Monday reminder: ACC isn’t a reliable safety net for your business capital or revenue protection. Let’s talk about building exit strategies that actually work! 💼💡 DM me to get started!

10/11/2024

5-star reviews? Always a thrill to see! ⭐️ But the real win? Helping clients achieve their financial goals. Your trust and success are the biggest rewards. Thank you for your kind words of appreciation.

28/10/2024

Here’s a hot tip: property’s a solid option, but it’s not the only way to build serious wealth! Broadening your investments can unlock growth that’s better suited to your life and goals. Keen to check out options beyond property?

DM me, and let's find the right fit for your journey!

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+6421738895

Website

http://www.onpointadvice.co.nz/

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