Helping you succeed in life's financial journey
Are you in a “default” KiwiSaver fund? Why you may want to switch
If you don’t recall ever making an active choice of fund, the answer is likely to be yes. And here’s why you may need to do something about it.Read more
Till death do us part: KiwiSaver in a break-up or passing
Upkeeping a KiwiSaver scheme is pretty straightforward, but what about those moments in life where the situation becomes a little more complicated? This article gives you the critical things you need to consider.Read more
Could your KiwiSaver savings use a Boost?
We are offering no-obligation 15 minute KiwiSaver sessions right now. We have a proven track record in helping clients get more out of their KiwiSaver. In 15 minutes we will be able to show you where you may have been leaving money on the table, and the next steps for growing your savings. Read on!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
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