When Protecting Your Income, Think Long Term

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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 within a reasonable period of time, not everyone can. There are […]
The Juggling Act: Buying and Selling Property

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Is it time for the next move? More space for the kids, relocating to another part of NZ, or perhaps you’ve built up equity and that upgrade you’ve dreamed of is now in sight? Buying a new home is […]
Imagine… Life Without a Mortgage

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Is 2020 the year that you get a plan in place to be mortgage-free faster? Then this read is for you. First of all, keep this in mind: even small amounts over time can result in significant wins. That […]
Getting Ready to Renovate?

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Some extra space, a long-awaited interior update, indoor-outdoor flow, a pre-sale spruce-up – whatever your renovation plans, we wish you an on-time and on-budget project and a great result. Without detracting from the benefits of renovating your home or […]
[A client experience] The perils of wanting something too much

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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? It might have been that extra helping of dessert that left […]
Why You Need Income Protection Insurance

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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 aren’t something else you have to worry about. Meet John. His […]
Financial Planning To Manage Your Funds In Uncertainty

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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 businesses, and still bills to pay and mouths to feed. But when […]
How does high inflation affect interest rates? Clone

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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 aren’t your actual goals. If you have ever sat down and […]
Income Protection Insurance For Financial Security
Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor 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. Imagine, you went to work today, and something happened. Maybe you got […]
Risk Tolerance; Are You a Skydiver or Sofa-Sitter?
Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Your risk tolerance is important to understand when making investments. It should dictate what you invest in. What constitutes a risky investment? A rental property? Your neighbour wanting you to invest in a multi-level marketing business? Shares and stocks? […]