Helping you succeed in life's financial journey

Articles

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

Stepped or Level Insurance Premiums? What works for you?

Life insurance – it’s an important choice, and one of its key components is short and long-term affordability. Learn whether Stepped or Level Premiums might be right for you.

Read more

Six things to know about KiwiSaver

Keeping your KiwiSaver top-of-mind makes sense. If you’re familiar with the basics, but could do with expanding your KiwiSaver knowledge, read on for six (of the many) things to know.

Read more

Dollars and Sense (No. 1) - Feel the fear & ask yourself four questions

In this monthly column Mike will answer some of those common questions and give you down to earth, realistic and workable financial advice. So, why is having a plan important?

Read more

What to expect before you’re expecting – the 6-step baby plan you can’t be without

We all know babies and children cost money, but with a bit of fore-thought and planning you can mentally (and financially) prepare. Here are the 6-steps you (or your loved ones) need to know.

Read more

What happens if I die without a Will?

It's smart to take some control over what happens when you die, and everyone has assets of some sort (even KiwiSaver and Life Insurance are assets!). Here's what you need to know about providing for your family when you go.

Read more

Subscribe to our newsletter and stay informed


Phone us today