What you need to know to protect your finances As financial planners, part of our job is helping protect you from risk. That doesn’t just mean the usual things like insurance or market movements —...
Townhouses on the rise in Tasman area– but what do the banks think? We’re seeing more and more townhouses popping up around Richmond and Motueka – and for good reason. They’re typically more affordable than...
Can you really buy a home on one Income? Chevaun says yes We know the idea of buying a home on your own can feel daunting, especially in today’s market. But Chevaun, our trusted mortgage...
If you’re in your 40s, 50s, or 60s, chances are you’re supporting others as well as yourself. Maybe your kids still need help with study or rent, while your parents are starting to rely on...
The 2025 New Zealand Budget introduced several important changes to KiwiSaver. Some of these changes aim to boost long-term savings, while others may reduce some of the incentives we’ve become used to. Here’s a quick,...
Today, on World No Tobacco Day (May 31), it’s worth taking a closer look at something many people overlook: if you vape, insurance companies will almost always consider you a smoker. That means higher premiums—even...
We’re looking for a new Adviser Assistant/Client Support person to join our team! We’re a locally owned and operated team of well-established financial planners with over 100 years of combined industry experience, and we’re on...
Nelson Hospital is facing an unprecedented healthcare crisis, with senior doctors warning that staff shortages are putting patients’ lives at risk. Waitlists are blowing out, and critical conditions—like cancer and severe gynaecological issues—are going untreated...
How Private Health Insurance & nib’s free at-home tests help fight bowel cancer Bowel cancer is one of New Zealand’s deadliest diseases, claiming over 1,200 lives annually and affecting more than 3,000 Kiwis. With one...
Managing your finances shouldn’t be complicated or stressful. That’s why we’ve designed our services to be as seamless, flexible, and hassle-free as possible. Whether you’re buying a home, growing your wealth, planning for retirement, or...
We know that many of our clients are feeling the strain of rising health insurance costs. As financial advisers, we see firsthand how valuable this cover is, we see the number of claims—providing access to...
For decades, retirement has been seen as the reward for a lifetime of hard work—a distant milestone when people finally get to travel, take up hobbies, and enjoy extended breaks. But what if you didn’t...
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