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Are You Financially Prepared for Retirement?

Are You Financially Prepared for Retirement?

June 10th 2025 Recent insights from the 2025 Financial Resilience Index have revealed an uncomfortable truth: more than half of Kiwis worry about money weekly or even daily, and only 44% feel financially prepared f Read more

The Top 3 Financial Mistakes to Avoid in Your 50s

The Top 3 Financial Mistakes to Avoid in Your 50s

January 23rd 2023 As you head into your 50s, you may be approaching the peak of your career and earning potential and it’s also a time when you may start to think more about retirement and financial security. This Read more

Are you resolved to live a comfortable retirement?

Are you resolved to live a comfortable retirement?

January 20th 2022 It’s a new year and, as is customary at this time of year, many of us are working on New Year’s resolutions and goals for the year ahead. Be it a new car, owning a home, adding to the family or Read more

You’ve set your financial goals, now what?

You’ve set your financial goals, now what?

August 13th 2021 Last blog we touched on important points to consider when setting your financial goals. Just to recap a bit: Be sure to follow the 5 golden rules and set SMART goals: S - specific M - measurable Read more

How to set financial goals

How to set financial goals

July 14th 2021 The first rule of preparing your financial plan and ensuring you have enough money saved for retirement is goal setting. Without setting goals and knowing what you want to achieve, it’s going to be Read more

What do Kiwis worry about?

What do Kiwis worry about?

June 3rd 2021 Recently, New Zealand rehabilitation service Active+ got thinking about what us Kiwis worry about. They conducted a survey to find out what make us tick. To be honest the results surprised us so much Read more

Key Questions to ask yourself about your Retirement Savings Plan

Key Questions to ask yourself about your Retirement Savings Plan

November 9th 2020 Many people aren’t entirely sure what a financial adviser does which means it’s hard to know if they should be using one. On top of that, it can be hard to reconcile the idea of parting with Read more

5 tips to save for your children’s’ future

5 tips to save for your children’s’ future

October 5th 2020 When you become a parent, you go from being the number 1 priority in life to suddenly having someone else being the priority, overnight. And, that priority is the most important role you’ll ever t Read more

Is it time to move your savings from the bank to managed funds?

Is it time to move your savings from the bank to managed funds?

August 28th 2020 It’s no secret that interest rates have been dropping rapidly over the last few months and with the ongoing Covid-19 crisis, this trend is looking set to continue. In fact, some economists are Read more

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