Helping you succeed in life's financial journey
Changes to Trusts - New Trusts Act
There are a number of other technical and administrative changes to general trust law, this article refers to the main ones that will be most likely to affect most people. This is an opportunity, especially before the Act comes into force, to consider whether there are some changes you would like to make.
Investment Update - Extraordinary Times in the Markets
The Corona Virus (Covid19) market downturn provides opportunity for some investors - our latest investment update explains why.Read more
4 things you should ask yourself before taking out a loan or hire purchaseSo before you take out debt, here's how to be a financial adult and make sure it's a good decision... Read more
Are you in a “default” KiwiSaver fund? Why you may want to switch
If you don’t recall ever making an active choice of fund, the answer is likely to be yes. And here’s why you may need to do something about it.Read more