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How upbringing and culture influence our investment decisions

by AdviceFirst | Aug 8, 2022 | New Zealand Financial & Business Advice

How comfortable you are with money, your ability to create a savings plan and your attitude towards investing can be determined back in your childhood. Watching how your parents dealt with finance and the effect that had on you and your circumstances can influence...

Understanding your money mindset

by Simran Kaur | Aug 3, 2022 | New Zealand Financial & Business Advice

When it comes to our personal journey of understanding money a fundamental step seems to be continuously missed – understanding ourselves. We’re not quite as black and white with our finances as we like to think and one would benefit greatly from understanding their...

A closer look at sustainable investing

by harper_admin | Sep 6, 2021 | New Zealand Financial & Business Advice

As people look to align their investment choices to their values, our advisers are increasingly being asked about sustainable investing – what it means, and the criteria fund managers use when considering these investment opportunities. Sustainable investing is also...

Parental leave and the KiwiSaver First Home Grant

by harper_admin | Aug 1, 2021 | New Zealand Financial & Business Advice

Looking to buy a new home in the next few years and about to start parental leave? If the answer is yes, and you’re applying for the KiwiSaver First Home Grant, you might need to be wary of a few technicalities. The grant offers eligible first home buyers between...

Investment fund choice matters

by harper_admin | Aug 1, 2021 | New Zealand Financial & Business Advice

When it comes to KiwiSaver, you can’t underestimate the importance of choosing the right investment fund. The best fund for you is based on how old you are now, when you want to withdraw your money (for retirement or first home), your attitude to risk and your...

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