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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You can’t take it with you

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...

Mortgage update: 7 February 2024

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...

Friends

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....

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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Contact

Richmond office: 278 Queen Street, Next to the Library
Phone: 03 544 1428
Motueka office: 217 High Street, Opposite Elevations
Phone: 03 528 4184
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