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.
Savings & Investment
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.
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.
5 Stages of Life to Consult a Financial Adviser
There are pivotal moments when seeking guidance from a financial adviser can make a significant difference in securing your financial future.
KiwiSaver: The Nest Egg for Your Kids
Let's unravel the magic of using KiwiSaver as the ultimate savings tool for your young ones' first homes.
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.