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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

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?

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

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

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?

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

Coronavirus and its impact on your retirement savings

March 16th 2020 With Coronavrius (COVID-19) sweeping the globe and a pandemic having been declared, financial markets around the world have certainly been affected with significant falls across the board If Read more

Are you ready to rock your retirement?

July 5th 2019 For most of us, retirement is seen as the light at the end of the tunnel. A chance to do all those ‘what ifs’ and ‘maybes’ we talked about throughout our working lives. Wining and dining, Read more
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