Helping you succeed in life's financial journey

Articles

How to recession-proof your finances

No one knows when the next downturn will be, but markets are cyclical so it’s important to make sure you are prepared. Here are a few things you can do - no matter what the financial climate.

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Should I use a revolving credit facility?

Have you ever heard of ‘revolving credit’? Here are three tips to help you decide if a revolving credit facility is right for you.

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Are you ready to be a financial adult?

We’ve all got that friend right, the one who’s got everything together? Well Cole Murray wants to make YOU that friend! Learn how you can make it happen...

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How to build wealth on an average income

Yes, you can build wealth without a six-figure income. And with some planning and good advice, it may even be easier than you think.

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Is your teenager financially set up for the future?

If you have a teenager in the family, now is the best time to set them on the path to financial wellbeing – before they leave the nest. Find out how here. 

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Should I buy a rental property?

As New Zealanders, we enjoy the buzz of listing, buying and selling. And it's not at all surprising – the property market has been delivering excellent long-term returns. But is investing in a rental property still a smart move? Here are some pros and cons to keep in mind.

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Paul Glass: Taxing our Future

Devon Funds recently put out a thought-provoking article on the recent discussion around Capital Gains Tax.

It's food for thought so we thought it worth sharing here.

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How to budget for the added costs of home ownership

When looking at buying a house you need to know if you can really afford it. Remember the costs don’t stop at the purchase price, so write these down!

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Home ownership is achievable! Real client stories to make your day

As Mortgage Advisers we've seen many first home buyers come "up against it" and end up achieving their goal despite what they might have thought possible at times. We find these cases motivating for us, and we hope their stories might just help you too...

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8 reasons to be optimistic about 2019

2018 was a tough year for investors, with negative returns across most equity indices, the collapse of oil prices, the Emerging Market’s currency meltdown and surging corporate bond spreads just to name a few. But there's much to be positive about, let us assure you. 

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