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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Insurance through life

In New Zealand, insurance has a role to play in most stages of our lives. What we need when we’re young can be quite different to what’s required as we get older. Here’s a rough...

Safe as money in the bank?

Is money in the bank actually that safe? Did you know that banks play musical chairs with 1 chair and 12 players? They lend out approximately 12 times the amount of money that they have...

Getting paid for cancer

Everyone knows how life insurance works but do you know how trauma insurance works? Life insurance pays out if you die. But what happens if you get cancer and you don’t die? Lots of cancers...

Rich Widows

It’s sad giving advice to rich widows. Year after year it goes on. Different client. Same story. They’ve retired, downsized, cashed up and have been sent to us for advice on how to invest 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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