Helping you succeed in life's financial journey

Articles

A New Year's checklist to boost your savings

New Year’s resolutions seem to have a habit of becoming a distant memory by the time Easter rolls around. But if you boosting your savings is on your to-do list, check out our tips to keep your savings plans on track all year round.

Why work with an investment adviser?

Your needs, your goals, your budget – if you are looking to invest your hard-earned money and grow your wealth, working with an investment adviser may be the push into action you need.

Buying Insurance online or from a bank? Three benefits you might be missing out on

If you're looking for the right insurance for your needs, online and banks' policies may look like a hassle-free option – but are they good value for your time and money? Here are three things our insurance advisers recommend you consider before going with the 'quick and easy' option.

Retirement Planning: why women need to save more than men

It's not just the level of income that affects how much you are saving for retirement. Using KiwiSaver as an example, here are some key reasons that women may need to put more effort into saving for retirement than men.

Leaving the nest: Helping young adults navigate their financial world

With high property prices, rising living costs and some degree of uncertainty about retirement, financial planning is a crucial skill to have.

So here are some crucial lessons you can teach your teenagers – with our help, if you want!

Five bad financial habits – and how to fix them

Bad financial habits not only sabotage your savings – but they could also sabotage your chances of getting a home loan approved. Check out this quick guide to improve the health of your savings. (Spoiler alert: there is no mention of giving up the lattes.)

Think you can't buy your first home? Think again!

For those of you who thought you’d never be able to buy your own home, here’s some good news...

What is a mortgage adviser?

House hunting can be a fun adventure, and like any adventure, it may have its own twists and turns, bumps and pits. The good news is, you don’t have to go it alone.

Nine smart ways to save money at the supermarket

Like to shave dollars off your grocery bill without compromising on taste and quality? Here are some great tips to make your food budget go further…

Your insurance advice helped us when it mattered most

We never want to see anyone have to use their life or trauma insurance. When life happened for this client we were at least able to help in a small way, and thought his words were worth sharing with you.

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