Helping you succeed in life's financial journey
How to make a good investment: Why work with an investment adviser?
Your needs, your goals, your budget – if you are looking to invest your hard-earned money and grow your wealth, working with an investment adviser may be the push into action you need.Read more
Buying Insurance online or from a bank? Three benefits you might be missing out on
If you're looking for the right insurance for your needs, online and banks' policies may look like a hassle-free option – but are they good value for your time and money? Here are three things our insurance advisers recommend you consider before going with the 'quick and easy' option.Read more
Retirement Planning: why women need to save more than men
It's not just the level of income that affects how much you are saving for retirement. Using KiwiSaver as an example, here are some key reasons that women may need to put more effort into saving for retirement than men.Read more
Leaving the nest: Helping young adults navigate their financial world
With high property prices, rising living costs and some degree of uncertainty about retirement, financial planning is a crucial skill to have.
So here are some crucial lessons you can teach your teenagers – with our help, if you want!Read more
Five bad financial habits – and how to fix them
Bad financial habits not only sabotage your savings – but they could also sabotage your chances of getting a home loan approved. Check out this quick guide to improve the health of your savings. (Spoiler alert: there is no mention of giving up the lattes.)Read more
Your insurance advice helped us when it mattered most
We never want to see anyone have to use their life or trauma insurance. When life happened for this client we were at least able to help in a small way, and thought his words were worth sharing with you.Read more