Six Step Financial Services

Very interesting, getting a glimpse of where your kiwisaver is investing and remembering this is only a fraction of Generates diverse investment pool.

The four companies we’re backing right now... From smart collars that train cows to breakthrough tattoo removal tech, here’s what we’re investing in. Catch the full monthly investment update on YouTube. No part of the video is intended as financial advice: it is general information/ opinions only. The issuer is Generate Investment Management Ltd. See the PDS at generatekiwisaver.co.nz/pds

Are you going to take a winter plunge with ? We'd love to see your photo's.

✨️🎄Wishing you and your loved ones a joyful and peaceful Christmas season. May the coming year bring you happiness, health, and success.

Merry Christmas and Happy New Year!🎄✨️

Would you be willing to take the leap? It's a huge risk not many would do...so why risk not having financial cover. Talk to us today about your financial health and risk insurance.

Jumping underground is crazy 😳

This is very exciting to see, we love the new Savvy addition from Booster.

📢Booster is thrilled that our innovative Savvy debit card and app is getting international recognition as a finalist in two categories at the 2024 Fintech Futures Banking Tech Awards!

Savvy has made it on to the shortlist in both the ‘Best User/Customer Experience Initiative for Consumers’ and ‘Best Use of Tech in Private Banking/Wealth Management’ categories✨

It’s fantastic to see Savvy take its place alongside products from international heavy hitters like J.P. Morgan, Morgan Stanley, Wells Fargo, and Merrill Wealth Management in the finalists.

Read more about the awards and how Savvy is making its mark here in New Zealand and globally: https://www.booster.co.nz/blog/savvy/savvy-double-finalist-in-international-banking-tech-awards

Disclosure: The Booster Savvy Scheme (‘Savvy’) is not a bank account and Booster is not a registered bank. Savvy is a managed fund and Booster Investment Management Limited is the manager and issuer of Savvy. Savvy’s Product Disclosure Statement, and other important information about Savvy (including a comparison highlighting some of the differences between Savvy and a bank account) is available at boostersavvy.co.nz

No one likes to think about it, but life happens.

Make sure your life insurance is up to date as you plan your spring and summer adventures.

Now's the perfect time to book a review and get ahead of the year—so you can enjoy the season without a second thought.

Secure your future, then soak up the sun! ☀️

https://www.sixstep.co.nz/

“𝘼 𝙠𝙚𝙮 𝙥𝙚𝙧𝙨𝙤𝙣 𝙞𝙨 𝙨𝙤𝙢𝙚𝙤𝙣𝙚 𝙬𝙝𝙤𝙨𝙚 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙚𝙙 𝙖𝙨𝙨𝙤𝙘𝙞𝙖𝙩𝙞𝙤𝙣 𝙬𝙞𝙩𝙝 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙥𝙧𝙤𝙫𝙞𝙙𝙚𝙨 𝙩𝙝𝙖𝙩 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙬𝙞𝙩𝙝 𝙖 𝙨𝙞𝙜𝙣𝙞𝙛𝙞𝙘𝙖𝙣𝙩 𝙖𝙣𝙙 𝙙𝙞𝙧𝙚𝙘𝙩 𝙚𝙘𝙤𝙣𝙤𝙢𝙞𝙘 𝙜𝙖𝙞𝙣”

Imagine losing a key person whose expertise and leadership directly impact your bottom line.

What happens to your business if they can no longer work due to injury or illness?

Key Person Insurance steps in when you need it most, providing the cash flow to keep your business steady while you adjust.

But that's not all. Ever thought about who might inherit a partner's shares if something happens? Without a clear succession plan, you could be dealing with their spouse or even their lawyer! Ownership Buyout Cover gives you the funds to secure those shares and avoid messy complications.

And let’s talk about Debt Protection. Your business might have debts and guarantees that prioritise creditors over your family's financial rights. This cover ensures those obligations are repaid without burdening your loved ones.

Lastly, Loss of Revenue Cover helps keep your business afloat with a regular cash injection while the key person is unable to work.

Protect your future now, contact us for an obligation free chat - https://www.sixstep.co.nz/contact-us/

Spring is here! 🌸

As we gear up for the warmer months, now’s the perfect time to reassess your insurance needs. Is your family fully protected for the new season?

https://www.sixstep.co.nz/

We believe that peace of mind is priceless.

Over the last 18 months, we've had the privilege of supporting our clients when they needed us most. We're proud to share that we paid out a total of $495,000 in trauma cover to our clients during this period.

This figure isn't just a number—it's a testament to the importance of having the right insurance protection in place. These payouts have helped our clients focus on recovery, alleviating financial stress in times of unexpected health challenges.

At Six Step, we're committed to being there for you every step of the way.

Have you reviewed your insurance coverage lately?
Let's ensure you and your loved ones are well-protected.
Contact us today for a free consultation.

On ya dad!

Wishing all dads, granddads, dads-to-be, and father figures a very special (and relaxing) day 😊