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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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...

What is the bright-line property test?

This article was written in April 2021.  Legislative changes may alter the accuracy of this article. We recommend you take professional tax advice.    This is a really hot topic on the news at the...

Term Deposits – should you even bother?

This article was written by Elise Vollweiler for the Motueka Guardian in March 2021 If you squint a little, the five-year graph slants down like the eyebrow of a scowling cartoon character. If you’ve recently...

New Year, New You

Sometimes you just have to be brutally honest about the limitations of your own willpower to organise finances. 2021 has arrived hat-in-hand, bringing with it the conciliatory offer of a fresh start. A new year...

How do negative interest rates affect me?

Article written in September 2020 In recent times you may have heard commentators discussing the possibility of negative interest rates. On the surface that seems simple but what does that actually mean and how does...

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