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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.
Decumulation of Assets in Retirement
You’ve worked hard building up to the day where you clock out for the final time to enjoy the fruits of your hard-earned labour. Retirement is the day we’ve all been planning for - but the transition from a saving mindset to spending can seem scary at first and requires a new plan: decumulation. ...
Protecting Against The Unexpected: Total and Permanent Disability cover
Our path through life often resembles a winding road with many twists and turns. We set out the direction with clear destinations in mind but fail to anticipate complications along the way. What happens if our professional and personal lives face permanent disruption as a result of a permanent...
Level Life Cover: Balancing Stability and Security
New Zealanders are living longer, but is their quality of life keeping pace? Average life expectancy for both men and women is now stretching into the 80s, increasing yearly, and is expected to reach an average of 85 by just 2038. However, while most of us celebrate the idea of a long life,...
Meet the team – Peter O’Rourke
With over 30 years of experience in financial services, Peter is dedicated to helping his clients achieve their financial goals. We’re delighted to welcome him onboard as our latest addition to the Wealth Team. From avid Warriors fan and explorer of New Zealand to helping clients realise their...
Diversification – your double-edged defence to greater long-term results
Are you protecting your long-term wealth with diversification? According to stats from the CFA Institute, only 21.4 per cent of U.S. stocks beat the market over 20 years from 1927 – 2020, illustrating the utmost importance of diversifying your portfolio and not relying on one ‘golden goose’ to...
Mortgage and Income protection: Comparing the options
Dreaming about the day you purchase your first home? Perhaps you’re reminiscing over the elation and joy that came when your offer was accepted? Your first home is a pivotal step in your financial journey. But, for many, it can also be a wake-up call when faced with the labyrinth of personal...