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Life Insurance For The Next Generation

What advice have you, or would you, give to your grown children to help them get all their financial matters in order? Would that advice be to start with a life insurance plan early, so that they can face the future with confidence knowing things like the mortgage...

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New Parents – 5 Things To Sort Financially

Financially, starting a family means a lot more than just having another mouth to feed. As a new parent you’ll need to do a complete review of your finances so that you can ensure you’ll be able to live within your means, protect your income and assets, and face the...

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Benefits Of Kiwisaver

KiwiSaver was specifically designed to help you prepare for your retirement. But while you may have started KiwiSaver with a long-term retirement view, there are benefits that you can enjoy today. Here are some of the current benefits that you may be...

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First Homebuyers Kiwisaver Checklist

If you’re buying or thinking about buying a first home, and you’re contributing to a KiwiSaver scheme, you may be able to access financial assistance. But you’ll need to check carefully whether you, and the property, are eligible and establish how much you can get...

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Low Inflation And Asset Outlook

The lack of inflation is the key theme in the investment landscape at the moment. With global growth moving to a lower path post the global financial crisis, one wonders where inflation is going to come from outside of a supply shock from some adverse geopolitical or...

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Investment Coach

With interest rates so low our team is often asked “Where can I get a better return?  Are bank shares with dividend yields between 5% and 6% better than reinvesting in a term deposit at less than 4%?  Do I invest in a term deposit or do I buy the bank shares?”  Our...

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Advisers are available on request and free of charge.