Helping you succeed in life's financial journey

Articles

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!

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Bonus Bonds - are you feeling lucky???

Every month one bonus bond holder will win $1,000,000 tax free. Even second and third prize sound enticing at $100,000 and $50,000 respectively. But how do the odds stack up? Find out here.

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3 signs you need an Investment Adviser

Others simply don't know where to start! An Investment Adviser can work with you to create personalised investment and wealth generation solutions. Read more

What to do with a windfall - five things to think about first

Receiving a lump sum can be quite dreadful and exciting at the same time. Tempted to blow it all, or keen to hold it close to your chest? Unsure? Before you do anything, read this!

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Retirement and Financial Planning

Haven't given much thought to your plans for retirement and financial planning? You're not alone. Around 44% of New Zealander's still haven't joined KiwiSaver - and of those, aside from... Read more

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