Helping you succeed in life's financial journey

Articles

Let's not struggle this year! Here's goal setting made easy.

We've built you an easy monthly goal setting planner for everything you want to achieve - so that 2017 can be a whole lot easier than last year! Download & print here or request one by mail.

Health Insurance - 3 misconceptions we often hear

It can be easy to misunderstand what Health Insurance does and whether it is right for you. Read three of the most common misconceptions our Advisers hear about Health Insurance here.

Health Insurance - 3 reasons we know you're worth it!

For many people Health Insurance is well down the list of priorities. In fact, the majority of New Zealanders believe in insuring their cars and possessions before their own health. Bizarre, right? Here are 3 reasons we KNOW you're worth it!

How much deposit do I need to buy a house?

So you're thinking of taking the exciting step into home ownership, but not sure how much of a deposit you actually need? Good question! 

How to transfer your Australian Super to KiwiSaver

Deciding whether to transfer your Aussie Super to KiwiSaver (that's the article we wrote on it) is a decision that shouldn't be made lightly - we recommend looking at the...

Cole Murray Insurance Adviser among top 3% in NZ

One of Cole Murray’s insurance advisers, Roseann McConnel, has received a Silver Advisers Institute award, making it her fifth award in four years.

Our top 6 ways to save money at Christmas

It doesn't have to be all about the moolah!

Here's how to give without digging your household into a hole of debt.

Mortgage advice: rates are on the rise!

The writing appeared to be on the wall this week, when we were notified that most of the major lenders had increased their fixed-term mortgage rates.

Stolen from the ute: what Insurance Advisers do for you

You can just imagine that sinking feeling when he came around that corner to see the Ute missing.

Retirement: not a case of 'set and forget'!

Many Hawke’s Bay people admit they have no idea of how much they’ll need to live on in retirement and three-quarters know their KiwiSaver savings won’t be enough to live...

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