Helping you succeed in life's financial journey


KiwiSaver 101: How to access your account online

Clients with a Booster KiwiSaver scheme can access their balances at any time - and there's lots of other neat things you can check too!If you've got a Booster KiwiSaver... Read more

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... Read more

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? Read more

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... Read more

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. Read more

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.

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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. Read more

Personal loans - 6 pitfalls to watch out for

We want to arm you so that you go into every contract with your eyes wide open!

Here are 6 common personal loan pitfalls we see people suffer from, and how you can avoid them for yourself.

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How to pay off the mortgage faster

With the official cash rate as low as it is, New Zealanders are presented with some of the best conditions for paying off the mortgage faster.
If you’ve ever wondered how to achieve this, here’s your chance to get started.

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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. Read more

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