Helping you succeed in life's financial journey

Articles

Client story: Life Insurance Adviser to the rescue!

It's times like these when, as life insurance advisers, we really love what we do. We decided to share this story, with personal details left out, to show just how...

Take our advice: get onto your KiwiSaver savings!

I speak with people every day who still don’t see the point of making contributions into their KiwiSaver account or find the whole thing too complicated.

3 signs you need an Investment Adviser

Others simply don't know where to start! An Investment Adviser can work with you to create personalised investment and wealth generation solutions.

How keeping your life insurance premiums level could save you thousands!

Let's look at three examples where people have saved themselves tens of thousands of dollars in the long run by locking in some level life insurance.

Are the banks' insurance policies inferior?

It can be very easy to overlook the fine print, especially when you're getting a bank-issued insurance policy that goes hand in hand with something as document-heavy as a mortgage...

Helping to get Kiwis on the right financial path

Hawke’s Bay’s first complete financial planning service has been launched by Cole Murray, providing Kiwis with a ‘fiscal compass’ to increase their financial literacy!

Investing your KiwiSaver money with a social conscience

Responsible investment is a process that takes account of environmental, social, and governance issues when selecting where to invest your money.

Client story: Getting on the property ladder just in time!

Local grandparents secure their first home with the help of Cole Murray's mortgage and insurance advisers.
With 30 grandkids and two of their children still living at home, grandparents John and Charmaine Blom needed it to be about family when it came to purchasing their first home...

Why is Financial Planning Important?

Most importantly, financial planning is a continuous process - the compass that keeps you on track.

What to do with a windfall - five things to think about first

Receiving a lump sum can be quite dreadful and exciting at the same time. Tempted to blow it all, or keen to hold it close to your chest? Unsure? Before you do anything, read this!

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