Helping you succeed in life's financial journey

Articles

KiwiSaver - 3 solid solid reasons to contribute

It can be easy to let your savings slip, especially when things get tight, but here's why it's so important to get back on the KiwiSaver wagon. Read more

What is a financial plan? (and how it can help you do things!)

Most of the time when New Zealanders think of financial planning they think retirement planning or investments. Read more

26 years a Life Insurance Adviser - Jeremy Cole

Jeremy Cole started out his career as a life insurance adviser in 1990 - fresh-faced and excited to be working for himself. Read more

Client story: Life Insurance Adviser to the rescue

It's times like these when, as life insurance advisers, we really love what we do. We decided to share this story, with personal details left out, to show just how... Read more

Take our advice: get onto your KiwiSaver savings!

I speak with people every day who still don’t see the point of making contributions into their KiwiSaver account or find the whole thing too complicated. Read more

3 signs you need an Investment Adviser

Others simply don't know where to start! An Investment Adviser can work with you to create personalised investment and wealth generation solutions. Read more

How keeping your life insurance premiums level could save you thousands!

Let's look at three examples where people have saved themselves tens of thousands of dollars in the long run by locking in some level life insurance. Read more

Are the banks' insurance policies inferior?

It can be very easy to overlook the fine print, especially when you're getting a bank-issued insurance policy that goes hand in hand with something as document-heavy as a mortgage... Read more

Helping to get Kiwis on the right financial path

Hawke’s Bay’s first complete financial planning service has been launched by Cole Murray, providing Kiwis with a ‘fiscal compass’ to increase their financial literacy!

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Investing your KiwiSaver money with a social conscience

Responsible investment is a process that takes account of environmental, social, and governance issues when selecting where to invest your money. Read more

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