Helping you succeed in life's financial journey

Articles

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!

Read more

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'.

Read more

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. 

Read more

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? 

Read more

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.

Read more

A New Year's checklist to boost your savings

New Year’s resolutions seem to have a habit of becoming a distant memory by the time Easter rolls around. But if you boosting your savings is on your to-do list, check out our tips to keep your savings plans on track all year round.

Read more

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

Subscribe to our newsletter and stay informed


Phone us today