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?
Starting out

Getting into the savings habit


Money Week – Article 1: GOALS – why th...


Five tips to break bad money habits


Investing 101: The golden rules of investing


Want a mortgage? Get ready for extra scrutiny

How to own your first home: Difficult, but doable

Financial Planning webinar with Tim Fairbrother

Mortgage planning webinar with John Bolton

The case for a joint account – should couple...

Stress testing mortgages

KiwiSaver for First Home Buyers

Insurance through life

Insurance when it counts

What’s insurance, anyway?

Getting ‘First Home Loan’ Ready

Relationship Property Quick Facts

Own your first home in six steps

Busting the most common myths about KiwiSaver

What a mortgage adviser does

KiwiBuild Update

Risk Resilience – Insurance Tips

Mortgage Resilience Tips

Four Insurance pitfalls to avoid

Own your first home in six steps

First-Home buyers – thinking outside the box...


The First Rule of Personal Finance

Online Insurance: Buyer Beware
Getting ahead


Three apps to help you manage your money


Surviving 2023: Protecting what you have


Here’s how to plan for a better financial fu...

Beware the Boxing Day splurge…



Five steps to better manage your money – Ste...

Money Week – Article 1: GOALS – why th...


Five golden rules when getting a personal loan

Five tips to break bad money habits


Does ‘ethical investing’ really make a...



Investing 101 – Should you still invest in p...


How you can curb your impulse spending

Why you shouldn’t panic if your KiwiSaver di...


Here’s how a 25 year-old can set themselves ...



Want a mortgage? Get ready for extra scrutiny


Investment Planning webinar with Paul Sewell

Financial Planning webinar with Tim Fairbrother

Mortgage planning webinar with John Bolton

Here’s what lockdowns have taught us about m...

Make sure you’re on track with KiwiSaver

COVID-19 – Personal loans and Finance

What you need to know about Mortgage Payments

KiwiSaver & Covid19

How do you catch a falling knife?

Insurance through life

What are the big insurance mistakes?

Insurance is cheapest, easiest and best

7 Simple Steps to Manage a Household Budget

Money Saving Hacks to Find Financial Freedom

International Tax is a Minefield


How much do you know about your KiwiSaver scheme?


Steps on how to reach your financial goals

Balancing act of savings and investments

5 steps to an extra $500


Your financial journey – Are you where you w...

How health cover can work for you

Imagine… Life Without a Mortgage

Getting ready to renovate

The Juggling Act: Buying and Selling Property


Financial Resilience & Investment

Mortgage Resilience Tips

Financial Planning – Destination ‘Me’


Own your first home in six steps

Some Perspective on Investing Advice

Choosing an Insurance Adviser

10 Money Revelations in my 30s

Now & Then
Growing family

Surviving 2023: Protecting what you have

How to keep your food costs down on Christmas Day


How to manage your money in five steps – Ste...


Back to school costs can seem overwhelming –...


Insurance planning webinar with Peter Leitch

Covid19-Personal Insurance

COVID-19 – Personal loans and Finance

COVID19 – Mortgage & Loan information

Facts about protecting your income

Responding to COVID-19

Insurance through life

Insurance when it counts


Insurance is cheapest, easiest and best

7 Simple Steps to Manage a Household Budget

International Tax is a Minefield

How much do you know about your KiwiSaver scheme?


How are you protecting your life?


Your financial journey – Are you where you w...

How health cover can work for you

Getting ready to renovate

The Juggling Act: Buying and Selling Property

Tips to save money on your supermarket bill

Life Insurance Advice – who needs it?

Life Insurance Mistakes

Disability Insurance Mistakes

Health Insurance Mistakes


Online Insurance: Buyer Beware
Approaching retirement



Here’s how a 25 year-old can set themselves ...




Retirement Planning webinar with Liz Koh

KiwiSaver & Covid19

How do you catch a falling knife?

Insurance through life


How much do you know about your KiwiSaver scheme?


How are you protecting your life?


Your financial journey – Are you where you w...

How health cover can work for you


Retirement




Here’s how a 25 year-old can set themselves ...




Retirement Planning webinar with Liz Koh

Insurance through life

7 Keys To A Successful Transition To Retirement

How much do you know about your KiwiSaver scheme?


How are you protecting your life?


Your financial journey – Are you where you w...
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