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Author: Stacey Bancroft

Feel free to contact us to have a chat

The residential care subsidy – could a trust upset your eligibility?

With thanks to Brookfields Lawyers, Auckland for contributing this article, and allowing us to curate it. The residential care equation – will you need it? Statistically, few

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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

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Stepped or Level Insurance Premiums? What works for you?

One of the key components in considering your life insurance is short and long-term affordability. Which brings us to our topic: Stepped and Level Premiums –

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

Who said financial skills are just for grown-ups? Teaching kids about money provides them with a toolbox that will be incredibly useful through life in

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

Time has a habit of speeding up as you get older and that’s why making a financial plan now rather than later is so important.

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

Full disclosure: this is not your average “how much do babies cost” article that you can read anywhere. Get ready to think much bigger, broader,

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Retirement age – the age-old issue!

National’s election policy of increasing the superannuation eligibility age to 67 has reignited talk about New Zealand’s aging population and its various implications. There are

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

There’s a big shake up happening out there in the banking world, with technology playing a greater part in all of our lives. But amidst

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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? Or maybe you see yourself owning a

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What happens if I die without a Will?

We all go through life accumulating assets and wealth (even your life insurance and KiwiSaver balance are ‘assets’!), so it is smart to take some

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Why stay-at-home parents are valued at $50k without earning a thing

Just because our hard-working ‘home executives’ might not earn a salary, it doesn’t mean it wouldn’t hurt the family financially if they were to pass

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Saving for a home? Why you need to consider your KiwiSaver set-up

Putting money away in a bank account is one thing, but gearing up your KiwiSaver so that it’s optimised for a house deposit withdrawal is

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