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Savings & Investment

The Four Phases of Retirement

The retirement journey encompasses four distinct financial phases. These stages serve as a structured framework, enabling individuals to gain a comprehensive understanding and plan for this significant life transition.

How to Budget the Fun Stuff

For many people, finding ways to tighten the household budgets is a challenge. Get tips on balancing your budget between essential costs, and the "fun stuff".

Unlocking Your Golden Years

You’ve graced Aotearoa with five glorious decades (or more), and now, you're pondering how to make the most of your finances as you inch closer to the golden years.

The Psychology of Money

Money. It's a topic that consistently ranks high on the list of things keeping us awake at night and, simultaneously, excites us with the potential for a better life.