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Maybe the Best Investment Ever?
There is a way of dealing with compulsory ACC levies to your absolute advantage



Gift Duty to be Abolished

The Government announced that it will abolish gift duty

Testimonials

"I have known Richard Hurley for over 10years.  He was very helpful and knowledgeable about rationalizing my multiple insurance policies.

He has given me honest investment advice since that time. With the collapse of NZ Finance Companies from 2007, the GFC, and the poor performance of International Equities in the decade to 2011, it is inevitable that a proportion of the investments have not performed well, but I believe that Richard has been more successful than many other Advisers in preserving his clients’ capital.

 

I believe that Richard was an important voice on behalf of investors in persuading ANZ /ING to pay out 75 to 80 % over 5 years to investors in the Diversified Yield Fund after the collapse of the CDO Market.

David  I,  Coromandel

 

" 

Letter of Appreciation - To Whom it May Concern

12 Months ago I successfully applied for a position with an Australian Company operating here in New Zealand.

 

Their employee benefits programme gave me entitlements to Insurance covers for  Life, Total Permanent Disablement and Income Protection for a two year period.

 

These benefits were implemented here in New Zealand by Auckland City Brokers Ltd, on behalf of my Employer.   The business was placed with Fidelity Life Ltd.

 

Soon after this I had the misfortune to be diagnosed with Multiple Sclerosis (MS).

 

I was given immediate assistance and advice by the Director of Auckland City Brokers Ltd, Richard Hurley, who helped me lodge a claim for Total Permanent Disablement and Loss of Income.   He was there for me all the way.

 

I must comment in particular, however, about the staff at Fidelity Life claims department.  They were amazing.  I cannot thank them enough for the professional way in which they handled my situation and processed the claims to a speedy and successful outcome.   It seemed to me that they were always looking for reasons to payout,  rather than for reasons to say no.

 

My illness has had serious consequences,  but I am grateful for the caring assistance that I received from Fidelity.

 

David H 

September 2012

 

"I was speaking of you to someone the day and saying how dependable you have been over the years. Regards,

Yvonne H, Auckland

"Was very pleased indeed to read your latest , telling of the Securities Commission approval.  Heartiest congratulations to receive this backing, and hope this will mean more trade to a very reliable man !! Regards

Audrey B, Orewa


"Richard Hurley is of very good character and has done an excellent job in handling my investments over a twenty year period. He has structured my investments so as to provide me with a reasonable income in my retirement. I believe he has succeeded in fairly difficult trading conditions and I thank him for that.

Kevin H, Whenuapai


"Richard, It a pleasure to say how much I have appreciated your advice and concern over these many years over investment and taxation matters -- so much so that I have been left in a sound position in spite of the economic downturn. Yours friendly interest and help have been of the highest order which brings great comfort to one of my age. Warmest regards,

Tom L, Algies Bay


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