Helping you succeed in life's financial journey
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
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
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