Let's talk Money Week

Increasing New Zealanders’ financial health, wealth and well being

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How often do you wonder about your money and finances? Regularly reviewing your financial needs and goals is an important part of increasing your financial health, wealth and wellbeing. This will also ensure you are building financial resilience which is fundamentally important to ensure you have financial security in the future.

Financial Advice NZ is a not for profit membership-based organisation for quality financial advisers. Our role is to ensure you can obtain quality financial advice which increases your financial health, wealth and wellbeing. Our advisers help New Zealanders everyday and are passionate about transforming your lives.

At different times in your life you will be looking at and assessing your different financial needs. These will involve planning and budgeting, savings and investing, buying a home, protecting your wealth, retirement, and protecting yourself.

We are excited to bring to you a webinar series over Money Week to discuss different aspects of your financial wellbeing. These webinars are free and will be hosted by financial advisers. You will be able to ask questions through the chatroom and get answers to your questions. This will not be personalised advice rather guide you in the right direction for further consideration.

View our webinars below

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Monday 9th August
12.30pm – 1.00pm

Financial Planning

Tim Fairbrother

Need help with making financial goals? Or perhaps you have goals and want to know how to achieve them. We have Certified Financial Planner Professional Tim Fairbrother joining us on this webinar to give you insights on how to aim high and achieve your financial goals.

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Tuesday 10th August
12.30pm – 1.00pm

Mortgage Planning

John Bolton

Want to buy your first home and don’t know where to start? Perhaps you have a mortgage and want to know how you can pay it off quicker. John Bolton will be joining us on this webinar to give tips on how you can be mortgage free quicker than you think.

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Wednesday 11th August
12.30pm – 1.00pm

Insurance Planning

Peter Leitch

Do you need insurance? Do you need to protect your income, health, mortgage or children? At different stages of our lives we require different insurance to give us peace of mind we are protected if the unexpected occurs. We have Peter Leitch joining our webinar to help answer questions you may have and give more information on the types of personal insurance cover that are available.

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Thursday 12th August
12.30pm – 1.00pm

Investment Planning

Paul Sewell

Whether it’s shares, managed funds or even property it can be difficult to navigate what investment is the best option for you. We all have different risk profiles depending on our age, stage and circumstances in life. We will have Certified Financial Planner Professional Paul Sewell joining us on this webinar and he will give you a highlight on the different options which are available for you.

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Friday 13th August
12.30pm – 1.00pm

Retirement Planning

Liz Koh

Want financial freedom when you are ready to retire? This webinar is about gaining the knowledge you require to ensure you can enjoy your retirement. It is never to late too have this conversation and to action a plan for your financial security in your action packed retirement. Join now for this webinar.

YOUR FINANCIAL JOURNEY

It’s never too early (or too late) to think about your financial well-being. Wherever you are on your financial journey, getting the right advice will help you on your way. The articles below provide some food for thought. They’ll help you decide what kind of advice you may need and assist you in preparing for discussions with an adviser. Browse articles by category below, or use the search bar to find all articles on a topic.

Starting out

Maybe you’ve just landed your first job and need to choose a KiwiSaver provider. Perhaps you need a loan to buy a car or start a business. You may have entered a new relationship or started saving for your first home.

Getting ahead

Now that you’re earning some money, you’re thinking about how to protect and grow your wealth. What’s important to you? How to balance saving and spending? You might be considering the best way to manage your mortgage.

Growing family

With a growing family comes growing expenses - household budgeting may be a priority. You’re probably thinking about how to protect your assets and your family’s financial security, while ensuring you have the means to enjoy quality experiences with your family.

Approaching retirement

How much will you need for retirement and how is your KiwiSaver balance looking? Maybe your insurance requirements have changed. Perhaps you are downsizing and thinking about how you will manage your investments.

Retirement

Ideally you want to enjoy retirement without money worries. You are probably thinking about how you will spend your money, and how to ensure you have access to it when you need it. Do you still need all your insurances?