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What Should I Invest In? NZ Advice for Kiwis
It’s time to invest in your future. This means putting your money to work. But which investment is the best type? We are regularly asked ‘what should I invest...
What Type of Financial Help Do You Need? An Adviser, Budgeter, or Coach?
Want some help sorting out your money situation? Different professionals help with different financial needs. Your financial situation changes throughout your...
Is Your Superpower Spending Less? You Could Save NZ’s Economy
It’s very financial doom-and-gloom at present. But you can make a positive difference for yourself, and NZ. In November 2022, the NZ Reserve Bank hiked up the...
Income Protection Insurance – What is it? (and do I need it?)
Do You Need Income Protection Insurance? Yes (But Also Maybe Not) Your ability to earn money is your biggest asset. What happens if you lose that ability? How...
How to Leave a Financial Legacy That Lasts
70% of financial legacies are lost by the second generation. Can you ensure a lasting financial legacy? (Spoiler alert: Yes you can). It’s easy to lose money....
How You Can Plan for The Great Wealth Transfer
Everyone in New Zealand is going to be affected by the Great Wealth Transfer. What is it, and what do you need to do to prepare for it? Boomers (born between...
How to Build Generational Wealth (and Keep It)
Do you want to set your children up, so they are financially secure, so that your future descendants have a great life? This is generational wealth....
Introducing New Zealand’s New Bank: The Bank of Mum and Dad
What bank offers rock-bottom interest rates, the most flexible repayment terms, and 24/7 helplines, often with a free dinner? The Bank of Mum and Dad. As...
Help Your Teenager to Fly Financially
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...
Should You Go Direct to a Bank or Use a Mortgage Broker?
What is better, a bank, or a mortgage broker? And, the most important question: which one will cost you more? A mortgage broker is the person who sits between...
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