Helping you succeed in life's financial journey


How to make the most of your KiwiSaver: the 5 must-do's!

It's great that Kiwis are becoming more and more engaged in planning for their future. With life expectancy rising in New Zealand, making a few key decisions now can really... Read more

KiwiSaver 101: How to access your account online

Clients with a Booster KiwiSaver scheme can access their balances at any time - and there's lots of other neat things you can check too!If you've got a Booster KiwiSaver... Read more

Retirement and Financial Planning

Haven't given much thought to your plans for retirement and financial planning? You're not alone. Around 44% of New Zealander's still haven't joined KiwiSaver - and of those, aside from... Read more

KiwiSaver at work: 7 ways to set your KiwiSaver up for a win

Starting a new job or negotiating an existing contract is a great time to optimise your KiwiSaver plan and set yourself up for the retirement of your dreams. Read more

Is it time to bring your Aussie Super home?

When transferring your Aussie Super to KiwiSaver is it simply just a case of filling out the forms and waiting for the funds to arrive, or is there more to the decision? 

Here are 6 key considerations that need to be looked into when moving your Australian Super back to KiwiSaver.

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Cole Murray wins national KiwiSaver award for seventh consecutive year and also scoops Advisers Institute award

For the seventh year, Cole Murray has won the Grosvenor KiwiSaver Practice of the Year award, proving again that regional financial services firms can deliver big benefits for their clients. Read more

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