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...
It feels like everywhere you look these days, women’s health is front and centre. Whether it’s the latest social media posts, news stories, or conversations about conditions like endometriosis or perimenopause, it’s clear that more...
When it comes to industries, the investment industry is one of the more male-dominated around. Because of this, many people just assume that men are better investors. But what if this widely held belief isn’t...
Any money left when you die is money that could have been spent on travel, a more comfortable retirement or given away so that someone could say “thank you” personally. If most of it has...
The amount you can borrow for a home depends on two key factors: how much you can afford to repay based on your current income and the amount a lender is willing to lend on...
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