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Author: Stacey Bancroft

Feel free to contact us to have a chat

Job-hopping may affect your mortgage options

Are you a job-hopper or a long-termer? In the past, floating from job to job used to be a black mark on a resume, as employers

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Our top 6 ways to save money at Christmas

What’s your plan for managing your finances this Christmas? “Gifts of time and love are surely the basic ingredients of a truly merry Christmas.” Peg

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Dollars & Sense (No. 5) – Thinking about family

How to create a positive financial outlook to safeguard your family into the future is a common and regular conversation we have with our clients. 

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Are you contributing enough to your KiwiSaver for Retirement?

Have you ever stopped and thought about your retirement, and the lifestyle you’d like to achieve? How much KiwiSaver money would you need, on top

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Step onto the property ladder with a First Home Grant

Ready to buy your first home? Purchasing property always requires a fair share of planning, especially when it comes to saving for your first deposit.

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

Is having your KiwiSaver in your online banking a benefit at all?  Most of us have been told by the teller that a major benefit

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

The topic of house affordability is often in the news and if you believe everything you hear or read, you may think you’ll never be

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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

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Get your house sale-ready in five steps

Spring is officially here and, as tradition goes, this season is the best time to sell a house. But how can you make sure your

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

Last month I talked about setting goals and what things could be included in your financial plan. Like a lot of things in life, taking

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

There has been increased interest recently from commercial property buyers, as more are seeing commercial as an attractive alternative to the residential market. Where buyers

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

Last month I urged you to ask yourself some questions: Where do I want to be in five years? What financial goals do I want

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