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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.
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...
The Future of KiwiSaver and Your Retirement
Big changes have been announced to KiwiSaver recently and we want to ensure you’re all across it. To recap what has been announced: The default contribution rate will be increased from 3% to 4% by April 2028 for both employees and employers. This will be changed in a phased approach,...
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...