Helping you succeed in life's financial journey

Articles

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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Six things to know about KiwiSaver

Keeping your KiwiSaver top-of-mind makes sense. If you’re familiar with the basics, but could do with expanding your KiwiSaver knowledge, read on for six (of the many) things to know.

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Dollars and Sense (No. 1) - Feel the fear & ask yourself four questions

In this monthly column Mike will answer some of those common questions and give you down to earth, realistic and workable financial advice. So, why is having a plan important?

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What to expect before you’re expecting – the 6-step baby plan you can’t be without

We all know babies and children cost money, but with a bit of fore-thought and planning you can mentally (and financially) prepare. Here are the 6-steps you (or your loved ones) need to know.

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What happens if I die without a Will?

It's smart to take some control over what happens when you die, and everyone has assets of some sort (even KiwiSaver and Life Insurance are assets!). Here's what you need to know about providing for your family when you go.

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How to Adult: KiwiSaver tips (for anyone new to it)

Fancy yourself as someone who might retire early? Want to do it better than your parents did perhaps? All of these things are achievable if you make the right moves now - learn how KiwiSaver can help you get there!

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Why mortgage advisers are better positioned to maximise the bank’s offerings than ever before

Big changes are happening out there in the banking world, with technology playing a greater part in all of our lives. Here's how Mortgage Advisers can provide the advantage for you.

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Retirement age - the age-old issue!

The retirement age will soon be increased to 67. The NZ population is ageing so what can we as a society do about it? And what does it mean for your own prospects for retirement? Let's take a look!

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