Helping you succeed in life's financial journey

Articles

KiwiSaver at work: 7 ways to set your KiwiSaver up for a win

Starting a new job or negotiating an existing contract is a great time to optimise your KiwiSaver plan and set yourself up for the retirement of your dreams. Read more

Is it time to bring your Aussie Super home?

When transferring your Aussie Super to KiwiSaver is it simply just a case of filling out the forms and waiting for the funds to arrive, or is there more to the decision? 

Here are 6 key considerations that need to be looked into when moving your Australian Super back to KiwiSaver.

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Trauma cover - why you need it more than life insurance

Our insurance advisers have put together some compelling stats that might surprise you - check out our below infographic. Read more

Personal loans - 6 pitfalls to watch out for

We want to arm you so that you go into every contract with your eyes wide open!

Here are 6 common personal loan pitfalls we see people suffer from, and how you can avoid them for yourself.

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How to pay off the mortgage faster

With the official cash rate as low as it is, New Zealanders are presented with some of the best conditions for paying off the mortgage faster.
If you’ve ever wondered how to achieve this, here’s your chance to get started.

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Cole Murray wins national KiwiSaver award for seventh consecutive year and also scoops Advisers Institute award

For the seventh year, Cole Murray has won the Grosvenor KiwiSaver Practice of the Year award, proving again that regional financial services firms can deliver big benefits for their clients. Read more

What is home loan pre-approval, and when and how do you get it?

You stumble across a home that you’re dead keen on, only the auction is this weekend. And you don’t have pre-approval. So you’re out of the running. Better luck next time?

Here's how getting mortgage pre-approval early will put you ahead of the pack.

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Are falling term deposit rates squeezing your retirement income?

Term deposits have many appealing features; returns are fixed and therefore predictable, distributions are regular and they are very easy to administer and setup. Read more

10 tips of the financially successful: what they do differently

We found these great financial tips on lifehack.org that we just had to share, as it abounds with positivity. For most of us, we won’t be hitting all ten. Read more

Six reasons you can't afford to leave your insurance policy in the drawer!

When you are time-poor it can seem all too difficult to even start thinking about reviewing your insurance. A visit from the big and scary insurance adviser? No thanks! Read more

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