

 
  • How We Help You
    • Financial Planning
    • Your Money Coach
    • KiwiSaver
  •  
    Who We Are
    • Who We Are
    • Make An Appointment
  •  
    Everything Else
    • Useful Links
    • Contact Form
    • Downloads
    • FAQs
    • News
 
Home How We Help You Who We Are Make An Appointment Useful Links Contact Form Downloads FAQs News 
 
 

Downloads

Please click on the downloadable resources below to open them.

Product Information

  • Portable Document Format (PDF)PIR Rates
    Follow the steps below to determine your PIR (Prescribed Investor Rate) Rate. (82 kb)
  • Portable Document Format (PDF)Product Brochure
    FidelityLife Claim Statistics for 2011 (547 kb)
  • Portable Document Format (PDF)Women's Health Checklist
    Some health checks for you to cross off (151 kb)
 

Insurance Calculators

Use these calculators to work out your needs, Please call us if you would like more information.

  • Portable Document Format (PDF)Life Insurance Calculator
    A Life Insurance calculator that you can download and print to help you establis how much life insurance you might need. (13 kb)
  • Portable Document Format (PDF)Protecting Your Income (23 kb)
 

Useful Guides

  • Portable Document Format (PDF)Funeral Pre Planning Booklet (638 kb)
 
 
Please Note

These files require Acrobat Reader to open them. To save a file to your computer, right click on the link and select 'Save Link Target As...'

 
 

Contact Us

13 Miers Glade
Rototuna, Hamilton

Click here to email
 

Site Map

Home How We Help You Financial Planning Your Money Coach KiwiSaver Make An Appointment
Who We Are Useful Links Contact Form Downloads FAQs News
 
Phone: (07) 854 1633
Fax: (07) 854 5309

Follow us on Facebook

Disclosure Statements Please email us to request your free copy.