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....
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...
In New Zealand, we are lucky to have a public health system that provides essential medical care to all residents. However, despite the government’s efforts to make healthcare accessible to everyone, there are still many...
If you’re based in Nelson, Richmond or Motueka and looking for a reliable and trusted financial planner to help you improve your finances, we’re here to help. We have been serving clients in the Nelson...
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...
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...
It is a universal truth that when your job involves being a stay-at-home parent, you get to be completely and unashamedly biased about the end product of your hard work. It’s also common knowledge that when...
The value of financial advice can be hard to quantify and sometimes it isn’t just about doing the right thing, it’s about avoiding doing the wrong thing. Castle Trust financial adviser Glyn Lewis-Jones says it’s...
Recently we had a client who said, “I don’t need income or mortgage protection because Work and Income will cover me.” Do you need personal insurance or will the government help? New Zealanders are fortunate...
Here’s a fun fact. A laurel is a particular evergreen tree with small yellow flowers and black berries. Ancient Romans and Greeks would use its leaves to fashion crowns that were worn to represent victory. ...
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