Teaching your teen about good money mind-sets and management is the easiest way to help them succeed (and not live at home forever!). People often lament that...
Help Your Teenager to Fly Financially
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Financial Planning
How to Minimise Financial Risk
How to Minimise Your Financial Risks and Plan for the Unplannable Are you taking risks that could lead to financial disaster? There are a range of financial...
How Lifestyle Creep Can Sabotage Your Savings
Have you ever had a pay rise that just seemed to disappear the minute it hit your bank account? You’re the victim of lifestyle creep, a phenomenon that will...
Making Your Financial New Year Resolution? Do This One Thing First
This past year came with more than its fair share of drama and challenges. It’s time to take a look back and reflect on your financial goals. For many of us,...
How Unpredictability Makes You Terrible with Money (and What to Do About It)
Corona. The global financial crisis. Restructuring at work. These big life challenges make our brain short circuit, and we make bad decisions. Why? And, what...
Your Financial Adviser Should Give You More Than Just Investment Advice
In the past, your financial adviser simply told you what to do with your investments and plied you with insurance. These days, a good adviser takes on a far...
How Much Debt is Too Much?
Debt is a part of life for most people. Mortgages, car loans, personal loans, even store credit at the local dairy. But how much debt is too much? When you’re...
Your financial goals should be about fun and freedom, not savings and debt
When a financial planner asks you what your financial goals are, you know the answers; get rid of debt, pay off the mortgage, save for retirement. But these...
Financial Planning To Manage Your Funds In Uncertainty
When nothing is ‘normal’, take control with a financial plan COVID-19 threw a spanner in the works for most Kiwis. Job losses, less income, no revenue for...
Does your business pose a risk to your personal wealth?
Do you know how to protect your assets from judgments against your business? Or does your business give you a false sense of security? Read on to find our best tips on how to secure your personal assets from any eventuality that your business might face.