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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.
Protecting Retirement: Planning For The Unexpected
We all hope and wish for our ideal retirement; spending more time with friends and family, chasing a long-overdue passion project or relaxing on extended overseas holidays. Whether retirement is in the distant future, just around the corner, or you’re already there, you’ll know how essential it is...
Keeping clients centre stage: A spotlight on Nicola Rundle
Finding insurance cover that suits your needs might sometimes feel complicated, but it doesn’t have to be. The role of an adviser is to make the process simple - so you feel empowered to make an informed decision about your situation. If you’ve ever wondered what it’s like to work with a financial...
Are You About to Make the Most Expensive Withdrawal of Your Life?
You’ve spent years building your KiwiSaver investment. You’ve watched it grow, ridden out a few bumps in the market, and now that you’ve reached 65+ you’re finally reaching the point where you can access it. But before you do anything... pause. Because withdrawing your entire KiwiSaver balance the...
Answering Your Burning Questions About Income Protection Insurance
Let’s be honest - for many of us, insurance can feel like a bit of a grudge purchase. We often question whether it’s “worth it”, mostly because we hope we’ll never need it. Many of us carry a “she’ll be right” mindset, just assuming things will sort themselves out if anything goes wrong. And we’re...
How might New Zealand be impacted by the US Tariffs?
If you’re following the news around the US Tariffs, it’s likely you may have questions about what this means for you and your financial plan. To recap what’s been happening, the US has imposed tariffs on China, Canada and Mexico. In response, retaliatory tariffs have been promised by these...
Elections and Interest Rates: The Distractions that Derail Success by Mel Cooper
At the time of writing this post, many await the results of another highly publicised American election cycle. An incendiary media has created endless concern over economic shifts and potential changes in interest rates following the election – and for many of us, this noise can be an...