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Win up to $2,000 towards Living The Kiwi Dream with AdviceFirst
Win up to $2,000 towards the getaway of your dreams. At AdviceFirst, we're passionate about helping Kiwis realise a better financial future and live their Kiwi dreams – whether they're financial, personal, or somewhere in between. That's why we're thrilled to announce our latest campaign, where we’re giving one lucky client the opportunity...
Income Protection Insurance: A Guide for Different Life Stages
If you were given just one car for your entire lifetime, would you do everything you could to keep it well-maintained, running smoothly, and protected? New data released by the Financial Services Council (FSC) reveals that while 98% of homeowners have insured their home, and 95% of car owners have insured their car, only 20% of New Zealanders...
Meet the team – Willie Moala
Navigating the world of insurance isn’t always simple but searching for an appropriate policy that’s fit for purpose doesn’t need to be complicated. With the help of our advisers, you can be assured that what you’re getting works for your situation. If you’ve been wondering what it’s like to work with a Financial Adviser, we had a chat with our...
What you need to know about the new tax rules for trusts – by Stuart Baddeley
If you have assets held in a trust, you may be affected by the upcoming change in how they’re taxed. To ensure you're up to date with everything trust and tax related, we’ve compiled a few key points on what you need to know and how you can be prepared for the change. For context From April 1st, 2024, the income tax rate for Trusts will...
Our top tips for long-term investing – by David Gumbley
Successful investing is not an overnight achievement but a life-long journey requiring patience and discipline. We know it’s easier said than done to just rely on patience, particularly when there have been many ups and downs throughout the share markets’ history. But over the long term, it can be a rewarding journey and a vehicle to build...
Navigating the investment landscape of 2024 – By Melanie Cooper
Investing in the share market has its ups and downs, but overall it can be a promising ride towards financial success. It requires mindful risk management, but not to the detriment of your financial goals. 2023 taught us the importance of resilience and adaptability in the face of uncertainty. At the start of the year, we saw commentary on supply...