Helping you succeed in life's financial journey

Articles

Should you use KiwiSaver to boost your deposit?

Have you been a KiwiSaver member for at least three years? Then your very first step on the property ladder may be closer than you think. Here's what you need to consider.

Read more

Five ways to turn your house into a 'Cash Cow'

Putting up your house for rent or sale? There are ways to make your house stand out in the property market without overspending.

If you’re looking for inspiration and fresh ideas, here’s a collection of expert tips to help you get the most bang for your buck.

Read more

Rainy-day fund: how big should it be?

No doubt you’ve heard this before: “Save money for a rainy day”. It might be easier said than done, but it’s good advice. So how much should you set aside? And why, exactly? Here are some key points to get you started.

Read more

Making your retirement planning work – at 55 and over

Successful retirement planning is a key part of being prepared for life after work. And it's never too late to take action - here's what to consider.

Read more

Surviving the 'back to school' shopping spree

For families, the New Year means 'back-to-school season', with its hidden expenses for fees, uniforms, stationery and extra activities. Here are a few quick tips to help you tackle those costs.

Read more

Buying or renting? There are pros to both

Buying or renting? It’s an age-old debate. But before you choose one side or the other, take the necessary time to understand how these relate to your needs and long-term goals.

Read more

How to make your New Year’s financial resolutions stick

As you might have noticed, once the rush of enthusiasm has faded, New Year’s resolutions tend to fall to the wayside. If you're looking for ways to make your financial resolutions stick, please don't miss these handy tips.

Read more

Dollars & Sense (No. 5) - Thinking about family

Anyone with children will know they cost money. Usually a lot of money. Protecting them however is incredibly important - here are 5 simple ways you can plan for their future.

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

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

Subscribe to our newsletter and stay informed


Phone us today