Leaving a ‘legacy’ is not only about dollars and cents; it’s about the positive values we have instilled in our family
Savings & Investment
Rising Fuel Costs – smart tips for car-economising
If you found yourself gasping last time you fueled up your car, read our tips on what you can do to economise!
Money Management for Lasting Success
Throughout our lives, our journey is marked by many significant milestones. When it comes to money and managing your finances, each stage brings new knowledge and experience, as well as challenges.
Why Grandies Need to Start Planning!
According to the latest research, 74% of Gen Zers and 61% of millennials haven’t calculated how much they need in retirement.
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".
Why Every Kiwi Needs a Financial Adviser
While we're proud of our natural wonders and rugby prowess, there's another unsung hero – the Financial Adviser. Uncover why having one in your corner is not just smart, but downright essential
Debunking Myths About Investing After 50
The golden hues of 50 might bring thoughts of slowing down, but when it comes to the world of investing, turning 50 can be the start of a bright new dawn.
Financial Plans as Christmas Presents
This year, instead of the usual toys, gadgets, or knick-knacks, you gave a gift that promises a brighter future?
Are You Harnessing the Full Potential of Your KiwiSaver?
Why regularly reviewing and selecting the right KiwiSaver fund is not just smart—it's essential for your retirement dreams.