Plan B and Beyond

The clever Kiwi's guide to personal insurance

When planning for your financial future, it's easy to think of the things you want to achieve.

But it's just as important to think about what you DON'T want to happen.

Life is full of uncertainty and risks. Insurance is one of many tools for managing risks.

Chances are, you'll spend tens of thousands of dollars per year in insurance premiums over your life.

Insurance can be the best money you ever spend.

But it's also easy to spend too much in insurance.

The purpose of this course is to explain what personal insurance is, what it does, and the main types of insurance that people take out. After going through this course, you'll have a good grasp of:

  • How insurance fits within the context of managing the risks you're exposed to.
  • The risks the main types of personal insurance cover.
  • Factors that influence how much insurance you might need.
  • Things to consider when engaging an insurance adviser.

This course is brought to you by Sonnie Bailey of the NZ Wealth & Risk blog and Fairhaven Wealth. I'm not affiliated with any insurance companies. I don't receive commission for recommending insurance. When working with clients I have no ulterior motive for recommending insurance - other than where it is an appropriate tool to help clients manage risks. (And in fact, for many clients I tell them they're paying too much insurance.)


WHEN YOU SIGN UP TO THIS COURSE, YOU WILL ALSO BE ADDED TO SONNIE BAILEY'S WEALTH & RISK MAILING LIST. YOU CAN UNSUBSCRIBE FROM THIS LIST AT ANY TIME.


Your Instructor


Sonnie Bailey
Sonnie Bailey

Sonnie Bailey is an independent financial planner. He operates his own business, Fairhaven Wealth. Before becoming a financial planner, he practiced law in Australia and New Zealand. He has been involved in the financial services industry for over 15 years. Sonnie also operates the popular blog NZ Wealth & Risk. Sonnie is not an Olympic race walker, lion tamer, or orthodontist. Nor was he in a band that opened for Robbie Williams in the late 2000s.


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