As International Women’s Day comes around, it’s a great opportunity to celebrate the role of female financial advisers providing financial advice specifically tailored for women. Women’s unique financial situations Women face unique financial challenges throughout...
You can’t take it with you. The richest person in the graveyard. There are no pockets in a shroud. Get it? Any money left when you die is money that’s wasted, that could have been...
Our Mortgage Team has put together some information on where mortgage rates are heading in the near future. As the last few years have shown us, there’s never any certainty! How long should I fix...
As you approach retirement, it’s a significant milestone that can stir up a mix of emotions. Last week a client described facing their looming retirement like jumping of the edge of a cliff – frightening....
Christmas is a time when thoughts turn towards giving, especially to our nearest and dearest. While time together at the beach and sharing meals are cherished traditions, we also think about how we can help...
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...
You are about to encounter a whole flock of chicken analogies, for the sake of your investment nest-egg. When it comes to investments, it can be tricky to figure out which strategy offers the...
We know New Zealand has an under-insurance issue, especially when it comes to considering health insurance. For many people, it’s essential. For others, it’s not a priority, rather a discretionary spend, because by and large...
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....
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....
In a recent survey, a Motueka business discovered that many of its staff were struggling to understand the ins and outs of KiwiSaver. The workers also reported that retirement planning wasn’t on their radar. Helping...
Over the years, the New Zealand insurance industry has seen a real rise in ‘direct distribution’. Direct distribution is when insurance companies sell their products online through third-party channels (like banks), or via online tools...
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