Financial resources and news
Check in regularly for the latest financial resources and news. The financial industry is always changing, so we’ll keep you up to date about anything that may affect you, your family or your business. We’ll also post tips and advice about how to make your money work better for you.
Remember, if you have any questions, we’re always here to offer advice.
Why Insurance Advice from a professional beats DIY
Insurance decisions can feel overwhelming. With banks offering seemingly convenient packages and online platforms promising quick quotes, it’s tempting to take the easy path. But
What is the difference between stepped and level insurance premiums?
One of the key components in considering your life insurance is short and long-term affordability. t’s discuss the difference between, ‘Stepped’ and ‘Level’ premiums and
Ready for an adventure? The Cole Murray Cape Kidnappers Trail Run is Back!
Get ready for one of Hawke’s Bay’s most loved events! The Cole Murray Cape Kidnappers Trail Run is returning on 27 September 2025, and we
Reached 65! What shall you do with your KiwiSaver?
Approaching 65 is an exciting milestone for KiwiSaver members — it’s when you gain full access and control over the retirement savings you’ve built throughout
Getting started with a retirement plan
Successful retirement planning is a key part of being prepared for life after work. Haven’t given much thought to your plans for retirement? You’re not
To invest or pay off your mortgage … what’s the best option?
We hate to break it to you, but the answer is what you’ll hear from our Financial Advisers every time. It all depends on your
Free money from the Government? Yes please!
Have you put enough into your KiwiSaver this year to make sure you receive the maximum contribution from the government? The maximum you can receive
Outgrown your home and ready to move on? Here’s what you need to know.
Are you at that exciting point where you’re ready for something bigger or better to call home. While it might seem daunting, upgrading your home
Stacey Crispin has over 16 years’ experience in the financial industry
Your local mortgage, insurance and KiwiSaver Adviser, Stacey Crispin. In the rolling hills of Central Hawke’s Bay, where our tight-knit community thrives, Stacey Crispin from
The benefits of KiwiSaver when you’re your own boss
If you are self-employed and living in New Zealand, you might think KiwiSaver isn’t worth your time since you don’t receive employer contributions. However, opting
What is KiwiSaver and how does it work?
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 things to
Lessons you can teach your kids about money
Teaching your kids about money provides them with a toolbox that will be incredibly useful through life in making confident and informed decisions. The key