Financial resources and news
Check in regularly for the latest financial resources and news. The financial industry is always changing, so we’ll keep you up to date about anything that may affect you, your family or your business. We’ll also post tips and advice about how to make your money work better for you.
Remember, if you have any questions, we’re always here to offer advice.
Why Insurance Advice from a professional beats DIY
Insurance decisions can feel overwhelming. With banks offering seemingly convenient packages and online platforms promising quick quotes, it’s tempting to take the easy path. But
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. t’s discuss the difference between, ‘Stepped’ and ‘Level’ premiums and
Ready for an adventure? The Cole Murray Cape Kidnappers Trail Run is Back!
Get ready for one of Hawke’s Bay’s most loved events! The Cole Murray Cape Kidnappers Trail Run is returning on 27 September 2025, and we
Reached 65! What shall you do with your KiwiSaver?
Approaching 65 is an exciting milestone for KiwiSaver members — it’s when you gain full access and control over the retirement savings you’ve built throughout

To invest or pay off your mortgage … what’s the best option?
We hate to break it to you, but the answer is what you’ll hear from our Financial Advisers every time. It all depends on your
Free money from the Government? Yes please!
Have you put enough into your KiwiSaver this year to make sure you receive the maximum contribution from the government? The maximum you can receive

Outgrown your home and ready to move on? Here’s what you need to know.
Are you at that exciting point where you’re ready for something bigger or better to call home. While it might seem daunting, upgrading your home
Stacey Crispin has over 16 years’ experience in the financial industry
Your local mortgage, insurance and KiwiSaver Adviser, Stacey Crispin. In the rolling hills of Central Hawke’s Bay, where our tight-knit community thrives, Stacey Crispin from
The benefits of KiwiSaver when you’re your own boss
If you are self-employed and living in New Zealand, you might think KiwiSaver isn’t worth your time since you don’t receive employer contributions. However, opting
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
Dollars and Sense (No. 3) – Take the first step on your money plan
Like a lot of things in life, taking the first step to create your financial plan is the hardest. And sticking to it is often
Debunking five KiwiSaver myths
Think you know all you need to know about KiwiSaver? Or is a KiwiSaver myth keeping you from maximising your retirement savings? There are many