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Protecting Retirement: Planning For The Unexpected

by AdviceFirst | May 6, 2025 | Personal Advice, Sustainable investing, Wealth Management

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,...

Are You About to Make the Most Expensive Withdrawal of Your Life?

by AdviceFirst | Apr 7, 2025 | KiwiSaver Advice, New Zealand Financial & Business Advice, Wealth Management

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...

How might New Zealand be impacted by the US Tariffs?

by AdviceFirst | Mar 12, 2025 | Personal Advice, Wealth Management

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...

Elections and Interest Rates: The Distractions that Derail Success by Mel Cooper

by AdviceFirst | Nov 5, 2024 | Personal Advice, Wealth Management

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,...

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