Helping you succeed in life's financial journey

Articles

Get your house sale-ready in five steps

How can you make sure your home truly shows off all of its features? As a would-be seller, you can take a few steps to win buyers’ hearts and maximise the potential of your property. 

Keep your financial life in your pocket with the new Booster app

Imagine being able to monitor your total financial life from a single dashboard - including your KiwiSaver scheme, bank accounts, savings, debts, shares, property and other investments.

Dollars and Sense (No. 3) - Take the first step on your money plan

What’s important is that you make a start, as what you do now will impact your financial life in the future. So how do you begin?

Commercial property – are the banks blocking your plans for greatness?

With the commercial loans we have seen approved over the years there’s one thing we can say with surety – every proposition is unique. Find out where the options exist!

Dollars and Sense (No. 2) - Setting your financial goals

This step is about discovering what you would like to achieve for yourself and your family now and in the future. 

The residential care subsidy - could a trust upset your eligibility?

A long-term stay in a rest home or hospital is a costly but often necessary reality. This article looks at the government subsidies available, and whether placing assets in a trust could work against you. Sit down with a nice cup of tea for this one!

Five money lessons you can teach your kids, and maybe yourself?

Who said financial skills are just for grown-ups? The importance of teaching kids about money goes well beyond money itself. Check out the 5 money lessons you can teach your kids now.

Stepped or Level Insurance Premiums? What works for you?

Life insurance – it’s an important choice, and one of its key components is short and long-term affordability. Learn whether Stepped or Level Premiums might be right for you.

Five things to know about KiwiSaver

Keeping your KiwiSaver top-of-mind makes sense. If you’re familiar with the basics, but could do with expanding your KiwiSaver knowledge, read on for five (of the many) things to know.

Dollars and Sense (No. 1) - Feel the fear & ask yourself four questions

In this monthly column Mike will answer some of those common questions and give you down to earth, realistic and workable financial advice. So, why is having a plan important?

Subscribe to our newsletter and stay informed


Phone us today