Helping you succeed in life's financial journey

Articles

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

Where buyers and owners often come unstuck, is coming up against resistance from the bank and/or accepting the word of one or two sources. 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!

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.

Give back to your school with Cole Murray

We've come up with a way to get you financially healthy and help your school at the same time. Introducing school givebacks! Is your school involved?

What to expect before you’re expecting – the 6-step baby plan you can’t be without

We all know babies and children cost money, but with a bit of fore-thought and planning you can mentally (and financially) prepare. Here are the 6-steps you (or your loved ones) need to know.

What happens if I die without a Will?

It's smart to take some control over what happens when you die, and everyone has assets of some sort (even KiwiSaver and Life Insurance are assets!). Here's what you need to know about providing for your family when you go.

How to Adult: KiwiSaver tips (for anyone new to it)!

Fancy yourself as someone who might retire early? Want to do it better than your parents did perhaps? All of these things are achievable if you make the right moves now - learn how KiwiSaver can help you get there!

Why mortgage advisers are better positioned to maximise the bank’s offerings than ever before

Big changes are happening out there in the banking world, with technology playing a greater part in all of our lives. Here's how Mortgage Advisers can provide the advantage for you.

Subscribe to our newsletter and stay informed


Phone us today