Helping you succeed in life's financial journey

Articles

Debunking five KiwiSaver myths

Think you know all you need to know about KiwiSaver? Or is a KiwiSaver myth keeping you from maximising your retirement savings?

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A first-home buyer's timeline in 10 steps

From working out your budget and researching a property, through to settlement day and moving in, the road to home ownership is an exciting journey. And with us in your corner, it can also be a smooth one. 

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Could your KiwiSaver savings use a Boost?

We are offering no-obligation 15 minute KiwiSaver sessions right now. We have a proven track record in helping clients get more out of their KiwiSaver. In 15 minutes we will be able to show you where you may have been leaving money on the table, and the next steps for growing your savings. Read on!

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Local Wairoa lender on a bright new journey

Wairoa local and long-time bank employee, Tania Heighway has made the decision to branch out on her own as a qualified Mortgage and Insurance Adviser, back by Cole Murray. Find out more about Tania here...

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Home ownership is achievable! Real client stories to make your day

As Mortgage Advisers we've seen many first home buyers come "up against it" and end up achieving their goal despite what they might have thought possible at times. We find these cases motivating for us, and we hope their stories might just help you too...

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How to budget for the added costs of home ownership

When looking at buying a house you need to know if you can really afford it. Remember the costs don’t stop at the purchase price, so write these down!

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Which professionals do you need in your corner when buying a home?

Buying your first home can be confusing. Banks, lawyers, real estate agents... they all seem to want a piece of you. If you're not sure who to trust, we're here to help you build the 'dream team'.

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8 reasons to be optimistic about 2019

2018 was a tough year for investors, with negative returns across most equity indices, the collapse of oil prices, the Emerging Market’s currency meltdown and surging corporate bond spreads just to name a few. But there's much to be positive about, let us assure you. 

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Seven good times to review your insurance

We’ve narrowed down the list to seven key life events that may trigger the need to review your insurance. Have you hit any of these milestones since your last review? 

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Our ‘secret sauce’ for six financial resolutions

Oh, New Year's resolutions – We never get tired of them. The problem is, even with the best intentions, they tend to quickly run out of steam. 

So why not make 2019 the year of ‘sticking to your financial plans’? Our Team of friendly advisers have come together to share their ‘secret sauce’ for six common resolutions.

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