Helping you succeed in life's financial journey
3 big reasons you don't want to see your KiwiSaver in your online bankingHere's 3 reasons why KiwiSaver should stay OUT of your internet banking: Read more
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.Read more
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?Read more
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!Read more
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.Read more
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!Read more
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.Read more
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.Read more