by AdviceFirst | Nov 2, 2021 | KiwiSaver Advice, New Zealand Financial & Business Advice, Personal Advice, Wealth Management
If you are looking to buy your first home, you are probably aware that you can use your KiwiSaver funds towards the deposit. AdviceFirst adviser Casey Woolridge shares three simple things you can do to help give your KiwiSaver money a boost and reach your first home...
by AdviceFirst | Nov 2, 2021 | New Zealand Financial & Business Advice, Sustainable investing, Wealth Management
Sustainable investing involves thinking about both the financial returns AND the social and environmental impact of investment decisions. While there are subtle differences between each provider, the overall aim of sustainable investment funds is to deliver...
by AdviceFirst | Oct 5, 2021 | Wealth Management
Investment can seem like a scary proposition, but it can be quite simple once you know the basics. In fact, if you have a KiwiSaver account then you’re already an investor. So, what can you do next to build that investment portfolio? AdviceFirst adviser Wendy Chen...
by AdviceFirst | Oct 3, 2021 | Insurance Advice
The ownership of a life insurance policy may seem like a straightforward matter, but there are actually several different types of policy ownership. Each policy ownership has its own risks and benefits, whichever one your policy falls under, your insurer needs to...