There was a time when most people went to their solicitor and asked for a 'standard' sort of will. That simple will has become quite rare in these much more complicated times. However, there are some universal 'truths' that still apply to all wills.
Finance
Articles covering Travel Insurance, Life Insurance, Funeral Insurance, Savings, Investment, Superannuation, Life after work. Wills, asset protection and Trusts.
Interfamily Property Ownership
In recent years there has been an upsurge of the circumstances where more than one generation of a family has a financial stake in the same property.
90.7% of GrownUps Feeling Budget Strain from Increasing Living Costs
Increasing living costs are having a dramatic impact on Kiwis, according to a recent survey conducted by Heartland in partnership with GrownUps.
Cash in a Crisis: Building resilience
Many of us are focussed on the here and now in our lives, but every now and again it pays to look to the horizon and think about those rare but foreseeable risks that have the power to really knock us about.
Investing in Retirement
A solution to the problem of investing in retirement is a diversified portfolio. It may not make you rich, but it's the best store of wealth.
Living in Retirement: What are my Options?
Retirement should be a time to relax — whether it means finally getting around to that passion project of yours, heading off on a Fiordland trip, or just spending time with the grandkids. However, there are still many important (and sometimes difficult) decisions to be made once you hit retirement.
Life After Retirement
In September 2017, at the grand age of 62, I was happily working on the 6th Floor of the Beehive for the John Key Government. In politics your world can change in an instant. And mine did.
What Happens to Home Equity with a Reverse Mortgage?
Being able to access cash without having to sell your home or make repayments can be life changing for many retirees. If you’re considering a reverse mortgage, though, it is important to understand how interest is charged on the loan and how it will impact your home equity over time.
The Benefits of an Investment Fund
Investment funds are becoming more and more popular with Kiwi investors, but what do you need to consider?
The Pros and Cons of a Reverse Mortgage?
With inflation at its highest level in three decades and interest rates still relatively low by historic standards, more and more homeowners over 60 are weighing up whether a reverse mortgage could help them live a better retirement.