Saving Money or Investing in Insurance?

Now insurance isn’t sexy I know and yes, some of you may tune out on this episode for that reason– honestly though, if anything proves I don’t do this for the downloads, we’re covering insurance 101 today.

Sam Tremethick is the chief partnership officer at AIA and our guest today – Sam’s a good guy, and doing well considering the ongoing symptoms associated with prolonged exposure to Australia too. An extra surprise? Oh go on! Carley Ellis is our host today too just to change things up - that's refreshing!

I want you to build wealth, protect it, and then give it away – If you can do at least 2 of those things, or ideally 3, you’re on your way to wealth in the broadest sense possible.

Would you like to find out what's involved in reviewing your own insurance plan with Ungaro & Co? Check out the ways you can reach out below, or make contact with Carley here:

Book a free 15-min chat to discuss your Personal Insurance Strategy here - click on this link.

P.S. If you'd like a copy of the research paper quoted in today's show, just email us to get a copy

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Hey! Like what you've heard today?

I'm on a mission to help you grow wealth, protect it, then give it away.

Here's some ways you can get alongside the NZ Everyday Investor - no pressure, but I'd appreciate any help you could offer:

1 - Spread the word! I want as many as possible to build wealth, protect it, then pass it on. Write a review on the platform you're listening to this on, share on social media, and talk to your friends about it.

Share this Spotify link

2 - Use the following referral/affiliate links. It's not a game-changing, but every little bit can help fund some production costs and in some cases, the benefit is all yours!

Hatch: $10 for you, and $10 for me, if you sign up and deposit $100NZD.

Sharesies: $10 for you, and $10 for me, if you sign up for the first time with them.

Easy Crypto: One of NZ's most trusted places to buy/sell your digital assets. 

Sharesight: Get 5 months free when you sign up to an annual (paid) subscription. Check out to this Kiwi-born investment-tracking platform.

CMC Markets: You and I both get $150 if you sign up using this link. *Note that 'contracts for difference are a high risk investment option. Read t's and c's here

3 - The next time you're reviewing your insurance requirements, obtaining a new mortgage, reviewing your KiwiSaver, or you'd like to work on your own Financial Strategy, please consider using Ungaro & Co, the main (silent) partner of this podcast.

Book a free 30-min session to 'get you your KiwiSaver sorted, using active and passive strategies- click on this link.

Book a free 15-min chat to discuss how our Financial Strategy and Mortgages/Property advice can build wealth - click on this link.

Book a free 15-min chat to discuss your Personal Insurance Strategy here - click on this link.

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So, what else?

1 - I have no shortage of ideas that I think are pretty cool to cover on this podcast, but what would you like to hear? Ask me anything, suggest a topic!

2 - Increasingly, there's more content you can discover on other platforms, please ensure you have subscribed to us on Youtube

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Disclaimer: Please act independent from any content provided in these episodes - it shouldn't be 'financial advice' if there's no accounting for your individual circumstances, but better safe than sorry. Do your own research, taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.

I genuinely want you to build new wealth for the new world - I want you to protect it, and I want you to be generous!