Helping you succeed in life's financial journey
Are you contributing enough to your KiwiSaver for Retirement?
How much KiwiSaver money would you need on top of NZ Super, to fund the lifestyle you're envisioning? We’ve put together some helpful hints and tips to get you started.Read more
3 big reasons you don't want to see your KiwiSaver in your online bankingHere's 3 reasons why KiwiSaver should stay OUT of your internet banking: Read more
Keep your financial life in your pocket with the new Booster app
Imagine being able to monitor your total financial life from a single dashboard - including your KiwiSaver scheme, bank accounts, savings, debts, shares, property and other investments.Read more
Dollars and Sense (No. 3) - Take the first step on your money plan
What’s important is that you make a start, as what you do now will impact your financial life in the future. So how do you begin?Read more
Commercial property – are the banks blocking your plans for greatness?
With the commercial loans we have seen approved over the years there’s one thing we can say with surety – every proposition is unique. Find out where the options exist!Read more
Dollars and Sense (No. 2) - Setting your financial goals
This step is about discovering what you would like to achieve for yourself and your family now and in the future.Read more
The residential care subsidy - could a trust upset your eligibility?
A long-term stay in a rest home or hospital is a costly but often necessary reality. This article looks at the government subsidies available, and whether placing assets in a trust could work against you. Sit down with a nice cup of tea for this one!Read more
Five money lessons you can teach your kids, and maybe yourself?
Who said financial skills are just for grown-ups? The importance of teaching kids about money goes well beyond money itself. Check out the 5 money lessons you can teach your kids now.Read more