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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Don’t freak out if markets go down

If you’ve ever opened your investing app to a sea of red down arrows and felt a surge of panic, you’re not alone. Having an emotional reaction and a desire to do something – anything...

Do you have investor FOMO?

Our stints in lockdown have come with rather unexpected consequences.  We filled our homes with houseplants and revived the sourdough starters from the back of the fridge.  We also turned our focus to our finances,...

Repatriating Your Pension Fund

Oh, the things you gained when you worked abroad. A deeper and wider world view. A propensity to slow your words and lengthen your vowels, to be seamlessly understood.   The complete Cold Chisel back catalogue....

More than Mortgages with Stu Pope

By day Stu is one of our Mortgage brokers, with over two decades of experience helping buyers and investors secure their properties.  By night he is a tutor for NZQA Certificate in Money Management at...

Time for your financial health check

With work and family commitments days are busy and life has a habit of moving on quickly but the problem with forgetting about one’s insurances and investments is that you are leaving your financial freedom...

What is the KiwiSaver Government contribution?

The KiwiSaver Government contribution is designed to help you save for your retirement. Here’s how it works: If you’re eligible, the Government will contribute 50 cents for every dollar you contribute to your KiwiSaver account,...

Are you a financial grown-up?

Of all the recurring “grass is greener” arguments, the childhood vs adulthood one is surely the most misleading. Through a kid’s eyes, adulthood is just one long series of late bedtimes, unrestricted screen time and...

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
Motueka office: 217 High Street, Opposite Elevations
Phone: 03 528 4184
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