Helping you succeed in life's financial journey

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Local Wairoa lender on a bright new journey

Wairoa local and long-time bank employee, Tania Heighway has made the decision to branch out on her own as a qualified Mortgage and Insurance Adviser, back by Cole Murray. Find out more about Tania here...

Home ownership is achievable! Real client stories to make your day

As Mortgage Advisers we've seen many first home buyers come "up against it" and end up achieving their goal despite what they might have thought possible at times. We find these cases motivating for us, and we hope their stories might just help you too...

How to budget for the added costs of home ownership

When looking at buying a house you need to know if you can really afford it. Remember the costs don’t stop at the purchase price, so write these down!

Which professionals do you need in your corner when buying a home?

Buying your first home can be confusing. Banks, lawyers, real estate agents... they all seem to want a piece of you. If you're not sure who to trust, we're here to help you build the 'dream team'.

8 reasons to be optimistic about 2019

2018 was a tough year for investors, with negative returns across most equity indices, the collapse of oil prices, the Emerging Market’s currency meltdown and surging corporate bond spreads just to name a few. But there's much to be positive about, let us assure you. 

Seven good times to review your insurance

We’ve narrowed down the list to seven key life events that may trigger the need to review your insurance. Have you hit any of these milestones since your last review? 

Our ‘secret sauce’ for six financial resolutions

Oh, New Year's resolutions – We never get tired of them. The problem is, even with the best intentions, they tend to quickly run out of steam. 

So why not make 2019 the year of ‘sticking to your financial plans’? Our Team of friendly advisers have come together to share their ‘secret sauce’ for six common resolutions.

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.

How to make a good investment: 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.

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