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...
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...
Have You Protected Your Biggest Asset? And No, it’s Not Your Home. What is worth millions, yet 80% of Kiwis haven’t insured? Your ability to create income....
Income protection insurance: A story of relief and regret If you lose your job or can no longer work, your life will be stressful. Make sure your finances...
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...
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...
![[A client experience] The perils of wanting something too much](https://smartadviser.co.nz/wp-content/uploads/2020/06/The-perils-of-wanting-something-too-much.png?x26849)
Have you ever wanted something so badly that you stubbornly ignored the warning signs and good advice that maybe, just maybe, it was not really a good idea?...
Every year, many thousands of Kiwis lose the ability to work due to illness or injury—about 300 households a week are affected. While many get back to work...
It seems like every man (and his dog) in New Zealand has a family trust. Are there genuine reasons that you, as a business owner, should be setting one up...
Selling your business to fund your retirement can be a scary proposition. Finding the right buyer & getting maximum value for all your hard work takes...