Financial planning resources

We understand that managing your finances, insurances and mortgage can be challenging, and that’s why we regularly share our knowledge to help get your started on your financial planning journey.
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It’s embarrassing to talk about money When I started as a financial adviser I avoided talking to friends because I thought they’d be uncomfortable giving me the personal information I needed to advise them. Experience...

Can I afford to retire?

Are you dreaming of retiring? Maybe you’re tired of the daily grind and want to spend more time with your loved ones. Or perhaps you’re looking forward to traveling the world and experiencing new cultures....

Saving for an enjoyable retirement

Retirement can be an exciting time in your life – after all, you’ve worked hard for years and now it’s your turn to relax, travel, and do all the things you’ve always wanted to do....

How Do Banks Set Their Mortgage Rates?

The media often talks about predicted OCR rises (and there have certainly been a few recently) – followed quickly by discussion of mortgage rate increases. We thought it would be useful to explain how the...

Are you financially fit?

Money is weird. After all, it’s everywhere.  It determines so much of what we do, where we live, how we spend our days.  It flows in and out of our lives – sometimes in a...

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Your better financial future starts here

Your better financial future starts with a conversation with one of our financial experts. We offer 30 minutes free consultations to help give you peace of mind that we can help you where you need it most.
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Richmond office: 278 Queen Street, Next to the library
Phone: 03 544 1428
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Phone: 03 528 4184
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