Helping you succeed in life's financial journey

Articles

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

Here's 3 reasons why KiwiSaver should stay OUT of your internet banking: Read more

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.

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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. 

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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.

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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?

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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. Don't just take the bank's word for it, find out where the options exist!

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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. 

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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!

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Five money lessons you can teach your kids, and maybe yourself?

Who said financial skills are just for grown-ups? The importance of teaching kids about money goes well beyond money itself. Check out the 5 money lessons you can teach your kids now.

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Stepped or Level Insurance Premiums? What works for you?

Life insurance – it’s an important choice, and one of its key components is short and long-term affordability. Learn whether Stepped or Level Premiums might be right for you.

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