Sheehan Financial

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31 May, 2024 By Mark Sheehan Leave a Comment

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Do I need it? The safety net of Redundancy Insurance If losing your job is something you prefer not to think about, you're not alone! However, having some safeguards in place can make all the difference to your peace of mind, leaving you space … [Read more...]

Filed Under: General News Tagged With: insurances

2 May, 2024 By Mark Sheehan Leave a Comment

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Are insurance policies tax deductible in New Zealand? “So, are any of my insurance policies tax deductible?” It’s a question that our clients ask us from time to time. Our answer? “Sometimes, but it depends…” Like many things tax related – the … [Read more...]

Filed Under: General News Tagged With: insurances

11 April, 2024 By Mark Sheehan Leave a Comment

How often should I? When and why you need to review your insurances How often should I review my insurance policies? When did you last look at your insurances? If your answer is something along the lines of ‘geez, it was way back when the … [Read more...]

Filed Under: General News Tagged With: insurances, reviews

29 February, 2024 By Mark Sheehan 1 Comment

How do you leverage off your assets, and use that little bit of spare income to build future assets? In New Zealand, a common wealth building strategy is to buy a house, then use the equity in this property to secure a bank loan to buy another, … [Read more...]

Filed Under: General News Tagged With: asset growth, diversification, new years resolutions

23 February, 2024 By Mark Sheehan Leave a Comment

Does your KiwiSaver match you current circumstances? If you have applied the professional approach to your personal situation that we have detailed in these articles, you would have looked at your income and expenses and worked out how to budget, … [Read more...]

Filed Under: General News Tagged With: KiwiSaver

2 February, 2024 By Mark Sheehan Leave a Comment

"People spend a lifetime accruing and building assets. The secret is to make sure that when something goes wrong, it doesn’t derail all the hard work you have done." Personal insurance programs should form a basis for anyone looking to get ahead … [Read more...]

Filed Under: General News Tagged With: financial resolutions, insurances

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