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The Importance of Long-Term Life Insurance Coverage

The Importance of Long-Term Life Insurance Coverage

October 10th 2023 Introduction: Recent data has highlighted a concerning trend in New Zealand - an increasing number of retirees are burdened with significant mortgage debt well into their retirement years. This trend Read more

Rising interest rates: The good, the bad and the silver lining

Rising interest rates: The good, the bad and the silver lining

May 4th 2023 Rising interest rates can have both positive and negative effects on the economy of a country. Here in New Zealand, the Reserve Bank has increased the Official Cash Rate (OCR) to increase interest Read more

The Top 3 Financial Mistakes to Avoid in Your 50s

The Top 3 Financial Mistakes to Avoid in Your 50s

January 23rd 2023 As you head into your 50s, you may be approaching the peak of your career and earning potential and it’s also a time when you may start to think more about retirement and financial security. This Read more

The Path to Financial Security

The Path to Financial Security

August 15th 2022 Money may have a different ‘meaning’ for different people, but the fact still remains that you need it to feed, clothe and house yourself as well as support other interests. Recent studies have Read more

Are you resolved to live a comfortable retirement?

Are you resolved to live a comfortable retirement?

January 20th 2022 It’s a new year and, as is customary at this time of year, many of us are working on New Year’s resolutions and goals for the year ahead. Be it a new car, owning a home, adding to the family or Read more

You’ve set your financial goals, now what?

You’ve set your financial goals, now what?

August 13th 2021 Last blog we touched on important points to consider when setting your financial goals. Just to recap a bit: Be sure to follow the 5 golden rules and set SMART goals: S - specific M - measurable Read more

How to set financial goals

How to set financial goals

July 14th 2021 The first rule of preparing your financial plan and ensuring you have enough money saved for retirement is goal setting. Without setting goals and knowing what you want to achieve, it’s going to be Read more

Key Questions to ask yourself about your Retirement Savings Plan

Key Questions to ask yourself about your Retirement Savings Plan

November 9th 2020 Many people aren’t entirely sure what a financial adviser does which means it’s hard to know if they should be using one. On top of that, it can be hard to reconcile the idea of parting with Read more

Coronavirus and its impact on your retirement savings

Coronavirus and its impact on your retirement savings

March 16th 2020 With Coronavrius (COVID-19) sweeping the globe and a pandemic having been declared, financial markets around the world have certainly been affected with significant falls across the board If Read more

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