Helping you succeed in life's financial journey

Articles

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? 

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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.

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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.

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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.

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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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Retirement Planning: why women need to save more than men

It's not just the level of income that affects how much you are saving for retirement. Using KiwiSaver as an example, here are some key reasons that women may need to put more effort into saving for retirement than men.

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Leaving the nest: Helping young adults navigate their financial world

With high property prices, rising living costs and some degree of uncertainty about retirement, financial planning is a crucial skill to have.

So here are some crucial lessons you can teach your teenagers – with our help, if you want!

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Five bad financial habits – and how to fix them

Bad financial habits not only sabotage your savings – but they could also sabotage your chances of getting a home loan approved. Check out this quick guide to improve the health of your savings. (Spoiler alert: there is no mention of giving up the lattes.)

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Think you can't buy your first home? Think again!

For those of you who thought you’d never be able to buy your own home, here’s some good news...

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What is a mortgage adviser (and why use one)?

House hunting can be a fun adventure, and like any adventure, it may have its own twists and turns, bumps and pits. The good news is, you don’t have to go it alone.

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