Helping you succeed in life's financial journey

Articles

Are you ready to be a financial adult?

We’ve all got that friend right, the one who’s got everything together? Well Cole Murray wants to make YOU that friend! Learn how you can make it happen...

Read more

How to build wealth on an average income

Yes, you can build wealth without a six-figure income. And with some planning and good advice, it may even be easier than you think.

Read more

Is your teenager financially set up for the future?

If you have a teenager in the family, now is the best time to set them on the path to financial wellbeing – before they leave the nest. Find out how here. 

Read more

Should I buy a rental property?

As New Zealanders, we enjoy the buzz of listing, buying and selling. And it's not at all surprising – the property market has been delivering excellent long-term returns. But is investing in a rental property still a smart move? Here are some pros and cons to keep in mind.

Read more

Paul Glass: Taxing our Future

Devon Funds recently put out a thought-provoking article on the recent discussion around Capital Gains Tax.

It's food for thought so we thought it worth sharing here.

Read more

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

Home ownership is achievable! Real client stories to make your day

As Mortgage Advisers we've seen many first home buyers come "up against it" and end up achieving their goal despite what they might have thought possible at times. We find these cases motivating for us, and we hope their stories might just help you too...

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

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

Subscribe to our newsletter and stay informed


Phone us today