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Stay informed and inspired with insights from our experts. Explore our collection of articles covering essential finance updates, thought leadership from our financial advisers, and the latest industry trends to help you make smarter financial decisions.
Beware A New Wave of Social Media Investment Scams
A big part of building a better financial future is protecting it. With scams on the rise across social media, now is a good time to sharpen your awareness and know how to spot the warning signs. The Financial Markets Authority (FMA) has issued an urgent warning about a surge in sophisticated...
Smart Retirement Savings Lessons from Australia
Saving for retirement can feel like a lofty - sometimes impossible - goal for many Kiwis. When everyday expenses already stretch the budget, it’s no surprise that retirement savings can sometimes fall to the bottom of the list. How do you plan for something that’s 20 or 30 years away, especially...
Redundancy Cover Explained
In uncertain times, redundancy cover might seem like a smart solution - a financial safety net in case of job loss. But will it be enough to protect your lifestyle? With restructures and job cuts becoming more common in today’s high cost-of-living environment, it’s important to think long...
Why Income Protection Insurance Matters: Alex’s Story
Income protection insurance isn’t something most of us think about - until life takes an unexpected turn. For Alex, a healthy, active Kiwi, that turn came in early 2024 with a terminal cancer diagnosis. Suddenly, everything changed. A Life-Altering Diagnosis In early 2024, Alex was...
KiwiSaver Financial Hardship Withdrawals: What You Need to Know by Lisa Butler
KiwiSaver is a great tool to kickstart your long-term investment plan. You can use it to help fund your retirement or a first home. In some circumstances, you can also withdraw some of your KiwiSaver investment for hardship reasons. Going through financial hardship can be overwhelming and...
The Insurance Many Home Buyers Overlook
You've searched for a new home, fallen in love with the indoor-outdoor flow, and are ready to commit. After months of open homes, builder’s reports, and rejected offers, it can all feel really exciting when the stars finally align. You’ve found the perfect property; you’ve considered the numbers...