Helping you succeed in life's financial journey

Articles

What is home loan pre-approval, and when and how do you get it?

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?

Here's how getting mortgage pre-approval early will put you ahead of the pack.

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Are falling term deposit rates squeezing your retirement income?

Term deposits have many appealing features; returns are fixed and therefore predictable, distributions are regular and they are very easy to administer and setup. Read more

10 tips of the financially successful: what they do differently

We found these great financial tips on lifehack.org that we just had to share, as it abounds with positivity. For most of us, we won’t be hitting all ten. Read more

Six reasons you can't afford to leave your insurance policy in the drawer!

When you are time-poor it can seem all too difficult to even start thinking about reviewing your insurance. A visit from the big and scary insurance adviser? No thanks! Read more

5 quotes about money to get you all fired up

We’ve scoured the web for a few of our favourite quotes of the moment, in the hopes they inspire your financial plan and give you that push that you need! Read more

Got a plan? The strategy to make us all better money managers

It's something that we can all be a part of, so we wanted to explain what the commission's initiative is all about. Read more

Cole Murray has a new home!

Increased demand from Kiwis wanting a better understanding of their finances is behind the move to bigger premises for local financial services company Cole Murray. Read more

Had a big change lately? Be sure your insurance cover grows with you.

If you’ve experienced a life-altering shift, there’s a good chance you’ll need to adjust your life insurance cover to suit as well. Read more

Get inspired: one couple's amazing return on their KiwiSaver later in life

Our KiwiSaver Adviser shares a retiring couple's KiwiSaver success story, proving you can get started later in your career and still reap some real benefits. Read more

What kind of investor are you?

Now, before you say "I'm not an investor", ask yourself if you have funds in KiwiSaver, a Term Deposit or high-interest savings account, because that means you already are. Read more

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