Helping you succeed in life's financial journey

Articles

Are you contributing enough to your KiwiSaver for Retirement?

How much KiwiSaver money would you need on top of NZ Super, to fund the lifestyle you're envisioning? We’ve put together some helpful hints and tips to get you started. 

3 big reasons you don't want to see your KiwiSaver in your online banking

Most of us have been told by the teller that a major benefit of transferring our KiwiSaver to the bank is that you can see your balance every time you...

The post-election road ahead - an initial outlook

Our contacts at Devon Funds Management have kindly supplied this opinion article. These are their initial thoughts of where things stand post-election in term of the financial markets (particularly NZ equities) - well worth an easy read.

Dollars & Sense (No. 4) - How you can buy a house

Unlike in the major cities, many Hawke’s Bay homes are still priced within reach of most of us, making home ownership a reality rather than a dream. Here's how to make it happen for you.

Get your house sale-ready in five steps

How can you make sure your home truly shows off all of its features? As a would-be seller, you can take a few steps to win buyers’ hearts and maximise the potential of your property. 

Keep your financial life in your pocket with the new Booster app

Imagine being able to monitor your total financial life from a single dashboard - including your KiwiSaver scheme, bank accounts, savings, debts, shares, property and other investments.

Dollars and Sense (No. 3) - Take the first step on your money plan

What’s important is that you make a start, as what you do now will impact your financial life in the future. So how do you begin?

Commercial property – are the banks blocking your plans for greatness?

With the commercial loans we have seen approved over the years there’s one thing we can say with surety – every proposition is unique. Find out where the options exist!

Dollars and Sense (No. 2) - Setting your financial goals

This step is about discovering what you would like to achieve for yourself and your family now and in the future. 

The residential care subsidy - could a trust upset your eligibility?

A long-term stay in a rest home or hospital is a costly but often necessary reality. This article looks at the government subsidies available, and whether placing assets in a trust could work against you. Sit down with a nice cup of tea for this one!

Subscribe to our newsletter and stay informed


Phone us today