For Kiwis in their 50s and 60s, this stage of life is a critical period to make decisions to shape retirement security and day-to-day financial stability.
Finance
Articles covering Travel Insurance, Life Insurance, Funeral Insurance, Savings, Investment, Superannuation, Life after work. Wills, asset protection and Trusts.
What Women Should Know About Investing
In NZ, women tend to retire with smaller KiwiSaver balances. Discover some things women should think about, particularly approaching retirement.
What to Ask Before Gifting Money to Family
Before gifting money to friends or family, it’s worth asking yourself a few questions to ensure your gift really has the positive impact you hope for.
KiwiSaver Survey Reveals Investor Reactions to Government Changes
A KiwiSaver survey shows, while recent government changes to KiwiSaver have frustrated many investors, most remain committed to their long-term goals.
Is It Time to Review Your Will or Enduring Power of Attorney?
If it has been more than a few years since you last looked at your will or power of attorney, it may be time for a review.
How to Talk About Money with Your Kids
Thoughtful, practical discussions about money can equip your children with skills that last a lifetime, without coming across as preachy or invasive.
Smart Ways to Optimise Cash and Emergency Funds
August was Sorted’s Money Month, and the 2025 theme was financial resilience. A timely nudge to check how prepared we are for unexpected expenses.
Help Your Grandies Learn to Save
As a grandparent, you may want to help get your grandchild into the routine of saving. If you do, our tips can be a way to start.
Saving Money by Simplifying Your Life
Simplifying your life — from daily routines to spending habits — can reduce costs, ease stress, and bring more freedom without feeling like sacrifice.
Preparing for Retirement: The Emotional Side No One Tells You About
While retirement brings freedom, it also brings a flood of emotions. We offer tools to help you observe and manage whatever emotions come your way





