Helping you succeed in life's financial journey

Articles

Self-employed at tax time: How to strip the ACC levies

It's that painful invoice that is so often assumed as a given - after all you have to pay it, right? What many people may not realise is that you...

Empower your Employees Financially

Did you know that if your employees are experiencing high debt stress, they will spend 1 hour per day (or 13% of their workday) dealing with money issues?

Retirement and Financial Planning

Haven't given much thought to your plans for retirement and financial planning? You're not alone. Around 44% of New Zealander's still haven't joined KiwiSaver - and of those, aside from...

KiwiSaver at work: 7 ways to set your KiwiSaver up for a win

Starting a new job or negotiating an existing contract is a great time to optimise your KiwiSaver plan and set yourself up for the retirement of your dreams.

Is it time to bring your Aussie Super home?

When transferring your Aussie Super to KiwiSaver is it simply just a case of filling out the forms and waiting for the funds to arrive, or is there more to the decision? 

Here are 6 key considerations that need to be looked into when moving your Australian Super back to KiwiSaver.

Trauma cover - why you need it more than life insurance

Our insurance advisers have put together some compelling stats that might surprise you - check out our below infographic.

Personal loans - 6 pitfalls to watch out for

It’s a debt-laden time of year for many people, as holiday spending, Christmas indulgences and equipping for back-to-school all take a toll.

How to pay off the mortgage faster

If you’ve ever wondered how to achieve this, here’s your chance to get started.

Cole Murray wins national KiwiSaver award for seventh consecutive year and also scoops Advisers Institute award

For the seventh year, Cole Murray has won the Grosvenor KiwiSaver Practice of the Year award, proving again that regional financial services firms can deliver big benefits for their clients.

Get early pre-approval for the biggest present you'll buy yourself - a home!

Picture this: You’re thinking about a new home and have been looking at property every so often, but haven’t got serious about it yet. Then bang, you stumble across a home that you’re dead keen on, only the auction is this weekend. And you don’t have pre-approval. So you’re out of the running. Better luck next time?

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